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How do I view or download my tax forms?

Published

How do I view or download my tax forms?

To view or download your tax forms in the mobile app:

  1. Log into the mobile app.
  2. Open the left-hand menu.
  3. Tap Documents.
  4. Select Taxes, then Tax Forms.
  5. Use the year dropdown to select your desired tax year.

To view or download your tax forms in a web browser:

  1. Log in to Betterment.
  2. Select Documents from the left-hand menu.
  3. Click the Taxes tab.
  4. Use the year dropdown to select your desired tax year.