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When does Betterment send a 1099?
Betterment’s 2025 tax calendar sets February 12, 2026 as the deadline to send Form 1099-B/DIV. A recurring typical date is not stated.
Typical release
Unverified Unverified. We did not find a recurring typical date on an official page.
What the company published for a specific season
Betterment’s calendar, updated January 23, 2026, says February 12, 2026 is the deadline to send Form 1099-B/DIV for taxable accounts, and the first day those forms can be imported into commercial tax software such as TurboTax. Form 1099-R and Cash Reserve 1099-INT are listed for February 2, 2026.
Corrected forms
Unverified Unverified. We did not find a typical correction window on an official page.
Forms
1099-B/DIV Verified
Betterment says this is the form for investment sales and dividends in taxable accounts, not IRAs or 401(k)s.
1099-INT Verified
Betterment says Form 1099-INT reports interest in Cash Reserve, with a February 2, 2026 deadline this season.
1099-MISC Unverified
Not mentioned on the Betterment tax-calendar page we checked.
1099-DA Unverified
Not mentioned on the Betterment tax-calendar page we checked.
Tax software import
Verified means the broker or the software vendor says this firm’s forms can be imported. Unverified means we did not confirm it. This list is not a recommendation, and it does not cover wash-sale or cross-account reconciliation.
| Software | Status | What the source says |
|---|---|---|
| TurboTax | Verified | Betterment says February 12, 2026 is the first day its 1099s can be imported into commercial tax software, and gives TurboTax as the example. |
| FreeTaxUSA | Unverified | No official import statement found. |
| H&R Block | Unverified | No official import statement found. |
| TaxAct | Verified | TaxAct’s brokerage-import help lists Betterment for Forms 1099-B, 1099-DIV, and 1099-R. |
| Koinly | Unverified | No official import statement found. |
| CoinLedger | Unverified | No official import statement found. |
Tax software sites
These links open each company’s own website. A listed name is not a recommendation, and TaxFormWatch does not review wash-sale or cross-account reconciliation features.
Questions people ask
When does Betterment send a 1099?
For the 2025 tax year, Betterment says Form 1099-B/DIV is sent by February 12, 2026. A recurring typical date is unverified.
Which tax software can import a Betterment 1099?
Betterment names TurboTax as an example of commercial software that can import its forms starting February 12, 2026. TaxAct’s own help lists Betterment for 1099-B, 1099-DIV, and 1099-R. FreeTaxUSA, H&R Block, Koinly, and CoinLedger were unverified.
When do corrected Betterment 1099s arrive?
Unverified. The 2025 tax calendar does not list a correction window.
Sources
- Top dates clients should know for filing 2025’s taxes (Betterment)
- Form 1099-B import from a brokerage (TaxAct)
- TurboTax import partner list (Intuit)