Pending transfers will be noted on Manage Transfers with both the amount withheld for the IRS and the amount going to the customer’s bank account. Once the transfer is complete, a record will be posted on Activity.
Betterment is not a tax advisor, and the information provided here should not be construed as tax advice. It should only be used for informational purposes. Please consult a qualified tax professional to determine the rules that apply to your individual tax situation.
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