• There are six important tax dates you should know for 2021.
• Tax Day is April 15, 2021.
• You can make 2020 IRA contributions until April 14, 2021, at 3 p.m. EST.

Tax season is just around the corner. To help you get organized, here’s a breakdown of tax forms you can expect from Stash, as well as six dates they are likely to be available.

For more information about the specific forms, you can go to the Internal Revenue Service (IRS) website. The IRS is the official source of deadlines, rules, and regulations for your taxes. We also recommend consulting a tax professional if you have specific questions.

On or before February 16, 2021

Forms available!

Form 1099-R is available from Stash. You will only receive a 1099-R if you have taken a distribution (withdrawal) from your Stash Retire account that was $10 or more. If you’ve taken more than $10 out of your Stash Retire account, you should receive this form.

Consolidated Form 1099. If you meet the criteria for multiple 1099s, we will issue you what’s called a Consolidated 1099 that will consolidate all relevant forms into one convenient document. Many Stash investors will have Consolidated 1099s. A Consolidated 1099 may include:

Form 1099-B. This form is issued by Stash to represent realized gains or losses in any investment in your Stash Invest account in 2020.

There’s still a chance that you might get a 1099-B if you are subject to any backup withholding. Backup withholding happens when the information you have on file with the IRS does not match the information you have on file with Stash, the information is not corrected within an allotted time-frame, and you have any activity in your account during this time. For instance, the IRS has your social security number on file as 123-45-6789 but your SSN was reported to Stash as 124-35-6789.

Form 1099-DIV. This form is sent by Stash if you received dividends in 2020.

Form 1099-INT. This form is sent by Stash if you received more than $10 in interest in 2020.

March 15, 2021

Corrected Consolidated Form 1099. This form will be issued to Stash investors who held All That Glitters (GLTR) or Real Estate Tycoon (VNQ) in 2020 and who meet certain income distribution requirements. This form consolidates all of the relevant 1099s related to your account and includes pertinent, updated information particular to these two investments, as well as any updates related to other ETFs and stocks in your portfolio. Your Corrected Consolidated 1099 will be available by March 15, which will replace the 1099s made available to you in February.

Note: If you owned All That Glitters or Real Estate Tycoon last year and received an email from us alerting you that you meet the income distribution requirements, you should wait for this form to file your taxes.

April 14, 2021

3 p.m. EST

Stash Retire customers!

This is the final deadline to make a contribution toward your 2020 IRA. Any contributions made after 3:00 p.m. EST on April 14 will go toward your 2021 contribution limit.

April 15, 2021

Tax Day!

This is your deadline to file your taxes this year. Certain states have specific deadlines, so be sure to check your state’s website for the most accurate deadline information.

June 1, 2021

Form Available!

Form 5498. This form is only applicable for Stash customers with a Stash Retire IRA. The form will showcase all activity, such as contributions, rollovers, etc., that took place within your Stash Retire IRA during the 2020 tax year. This form is mostly for your records. It is sent to you as well as the IRS, and it is not necessary in order for you to file your taxes in a timely manner.

October 15, 2021

Tax Day Take 2!

This is the last day to file your taxes if you’ve previously filed for an extension.

This material has been distributed for informational and educational purposes only and is not intended as tax advice. Consult with your tax professional.