Disclaimer: I used this for my 2018 tax return, but I only worked on the script enough to get the job done. It's not particularly polished, and changes to the TurboTax website might mean the script needs to be updated for future years.
Here's what it looks like at half speed:
Betterment does have a TurboTax integration to do this work automatically, but TurboTax doesn't allow importing forms unless you have the Premier plan or above. I wrote this script because I had hundreds of transactions to enter, but I didn't want to pay for the Premier plan, in part because of Intuit's lobbying efforts against a simpler tax filing system.
I wrote a blog post on my experience writing this script.
- Clone the repo
- Download the 1099-B in CSV form from Betterment, and save it as
betterment-1099-b.csvin the project directory