Log in Sign Up

Betterment
Taxes
Tax Forms

Articles in this section

My taxable amount in Box 2a on my 1099-R is incorrect. Can you issue a corrected 1099-R?
Where can I find my tax forms?
Why am I unable to automatically upload my Betterment tax forms?
Why did I not receive a 1099-DIV, despite having received dividends?
If I have multiple accounts how do I import my tax forms?
Where can I find my 5498? When will it be available?
Why are there so many transactions on my 1099-B?
When will my tax forms be available?
What do I need to know about importing my tax forms in TurboTax?
What do I need to know about importing my tax forms in HR Block?

See more

Where can I find my 5498? When will it be available?

Please click here to be taken straight to the section of the comprehensive article that addresses this question.

Facebook
Twitter
LinkedIn
Google+

Was this article helpful?

7 out of 12 found this helpful

Return to top

Related articles

Will I receive tax forms from Betterment?
When will my tax forms be available?
Why are there so many transactions on my 1099-B?
Why am I unable to automatically upload my Betterment tax forms?
How much can I contribute to an IRA and what is the deadline?

Betterment Resources Pricing Contact Us

This website is operated and maintained by Betterment LLC, an SEC Registered Investment Advisor. Terms & Legal Privacy Policy Trademark. How Betterment calculates "better returns". Unless otherwise specified, all return figures shown above are for illustrative purposes only, and are not actual customer or model returns. Actual returns will vary greatly and depend on personal and market circumstances.

Brokerage services provided to clients of Betterment LLC by Betterment Securities, an SEC registered broker-dealer and member FINRA/SIPC.

Investments: Not FDIC Insured • No Bank Guarantee • May Lose Value. Investing in securities involves risks, and there is always the potential of losing money when you invest in securities. Before investing, consider your investment objectives and Betterment's charges and expenses. Betterment's internet-based services are designed to assist clients in achieving discrete financial goals. They are not intended to provide comprehensive tax advice or financial planning with respect to every aspect of a client's financial situation and do not incorporate specific investments that clients hold elsewhere. For more details, see our Form ADV Part 2 and other disclosures. Past performance does not guarantee future results, and the likelihood of investment outcomes are hypothetical in nature. Not an offer, solicitation of an offer, or advice to buy or sell securities in jurisdictions where Betterment is not registered. Market Data by Xignite.

See how we determine the largest independent online financial advisor.

The information provided by Betterment Support is educational only and is not investment or tax advice.

© Betterment Holdings Inc.