Do I have to pay taxes on my Stash Invest investments?
Stash Invest accounts are taxable brokerage accounts. You are required by the IRS to report income earned from capital gains and other applicable distributions.
Each year, Stash will send you a tax statement so that you can file your taxes appropriately.
In general, if you hold your investments for longer than a year, you will avoid paying short-term capital gains on taxes.
This information is subject to change and should not be considered legal or tax advice.
Stash does not provide legal or tax advice and if you have questions regarding your personal circumstances, you should consult a tax or legal professional.
Related questions View all Pricing
-
Q. Why can’t I add more investments to my Set Schedule?
You may have reached the Set Schedule investments limit. Stash has a limit of 500 Set Schedule allocations for all Stashers to avoid an error that could put your Set Schedules at risk of not executing. To add new investments to Set Schedule,…
1 -
Q. What’s Plaid?
Plaid is a technology that allows for people to connect their financial accounts to a mobile application. It makes it possible for your external bank and Stash to talk to one another. When you link Stash to your external bank, Plaid encrypts your bank information,…
2 -
Q. How do I opt out of Plaid?
You can easily opt out of Plaid in the app. Here’s how to get started: From the Home screen, tap your account icon in the top left corner Tap on Personalization & Data below Privacy & Legal Tap Opt-out of transaction data sharing at the bottom of the screen …
1
Didn’t find your question?
Tell us what you’re looking for, and we’ll search for resources that could help.
Ask your question
