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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:

  1. Go to Home Screen
  2. Go to Settings 
  3. Select Statements and Documents 
  4. Select Tax documents 

To find them on the web:

  1. Click your name in the top right-hand corner of the screen
  2. 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.

Learn more about the Corrected Consolidated Form 1099.

*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.

*Update: The deadline for filing taxes will be pushed to July 15, 2020 from April 15, 2020 due to the Covid-19 outbreak. The IRS is also giving individuals who owe money on their 2019 tax returns until July 15, 2020 to make those payments. The IRS urges people who are owed a refund to file as soon as they can. Find out more here.


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