BrokerScribe reads 1099-B transactions from the CSV file provided by Betterment and enters them into Intuit's TurboTax Online using Puppeteer.
Disclaimer: I have only used this script for my 2018 tax return, and I only worked on it enough to get the job done. The code is not particularly polished, and I expect that the TurboTax website will inevitably change in a way that breaks the code (if it hasn't already).
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. So I wrote this script as a workaround. I also wrote a blog post on the experience.
- Node (at least v8 for async/await support)
- Yarn (though npm would be fine too)
- Clone the repo
- Run
yarn installornpm install.
- Download the 1099-B in CSV form from Betterment, and save it as
betterment-1099-b.csvin the project directory - Run
yarn startornpm start
MIT