Where are my tax documents?
Stash will email you when your tax forms become available. You can access your documents in the Tax Documents section of your Stash profile.
To find them in the app:
- Go to Home Screen
- Go to Settings
- Select Statements and Documents
- Select Tax documents
To find them on the web:
- Click your name in the top right-hand corner of the screen
- Select Tax documents from the left-hand menu.
The forms you’ll be receiving represent your account activity from the previous calendar year or any activity completed to qualify for that year’s contributions.
Any specific questions related to filing your taxes should be directed to a tax professional (like an accountant).
Please note: If you owned Real Estate Tycoon (VNQ) or All that Glitters (GLTR) in 2017, you will receive a Corrected Consolidated Form 1099, which will arrive after February 15.
*Nothing in the above response should be construed as tax or legal advice. For Tax advice related inquiries, please reach out to a tax professional.
Related questions View all Pricing
Q. When will my trades get executed in my Smart portfolio?
Once your money has completed the transfer and arrived in your account, we’ll execute your trades. Typically, this takes 1-2 business days. Please note that a business day is Monday through Friday, excluding weekends and US market holidays. DISCLOSURES This type of account is a Discretionary Managed Account.…0
Q. Once I deposit money into my Smart portfolios, do I need to do anything?
Nope! We’ll handle the rest—this is smart investing, after all. You might want to consider investing (depositing money) regularly, though. That way your investments can grow through the magic of compound interest. DISCLOSURES This type of account is a Discretionary Managed Account.…0
Q. How much can I withdraw from my smart portfolio?
You can request a withdrawal from your smart portfolio for up to the total value of your Smart portfolio — minus any pending withdrawals. For example, if your Smart portfolio is worth $1,000, you can request a withdrawal for the full balance of $1,000 or any number up to $900.…0
Didn’t find your question?
Tell us what you’re looking for, and we’ll search for resources that could help.Ask your question
Intro to Stash: Everything You Need To Know To Start Investing
The Stash Way is a few simple principles at the core of investing with Stash.
Fiduciary 101: Why it’s Our Job to be Your Advocate
It’s a big word that means a lot when it comes to handling your money. It defines a relationship built on trust and duty.
Debt and Equity: What Every Smart Investor Needs to Know
You can invest in debt & in equity, but do you really know what that means? We break down the jargon.