Here are some important points about taxes:
A note about rebalancing: Betterment automatically rebalances your account for you so your asset allocation stays where you want it. Occasionally, rebalancing means selling investments which have gained in value, which can be subject to capital gains tax. However, our system is designed so that we use your deposits, withdrawals and dividends to rebalance you whenever possible, rather than making a sale, which is a more tax-efficient way of rebalancing your account.
How will my Betterment account affect my taxes?
Still need help?
Get in touch with our support team.