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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 tax documents so that you can file your taxes appropriately. If you have tax documents available, we’ll send you an email. You should have tax documents from Stash if:

  • You received dividend payments greater than $10 from your Stash Invest accounts in 2021. 
  • You received more than $10 in interest on your Stash Invest account. 
  • You sold an investment in your Stash Invest account in 2021. 

 

In general, if you hold your investments for longer than a year, you will avoid paying short-term capital gains on taxes.

DISCLOSURES

This information is subject to change and should not be considered legal or tax advice. Stash does not provide legal or tax advice. If you have questions regarding your personal circumstances, you should consult a tax or legal professional.

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