Stash Learn

What’s the Deal with Crypto and Taxes?

During tax season, Apex Crypto will provide Stash customers with a Profit and Loss statement that can be inputted into your chosen tax software. 

This document will be available by the end of January in the Tax Documents section of your Stash account. Follow these steps to access your tax documents:

In app:

  1. Login to the Stash app. 
  2. Tap your initials (iOS) or hamburger icon (Android) in the upper-left corner.
  3. Scroll down to the Documents section and tap Portfolio.
  4. Tap Tax Documents under the portfolio you need your tax documents for.

On web:

  1. Login to the Stash website. 
  2. Click your name in the upper-right corner. 
  3. Click Statements and Tax Documents.
  4. Click Tax Documents under the portfolio you need your tax documents for.


Cryptocurrency trading and execution services are provided by Apex Crypto LLC (NMLS ID 1828849) through a software license agreement between Apex Crypto LLC and Stash Financial, Inc.  Apex Crypto is not a registered broker-dealer or a member of SIPC or FINRA and is licensed to engage in virtual currency business activity by the New York State Department. Cryptocurrencies are not securities and are not FDIC or SIPC insured. Advisory products and services are offered through Stash Investments LLC, an SEC registered investment adviser. Cryptocurrency is a highly volatile investment; please ensure that you fully understand the risks involved before trading crypto. Visit

This should not be construed as tax advice. Please consult a tax professional for additional questions.

Didn’t find your question?

Tell us what you’re looking for, and we’ll search for resources that could help.

Ask your question