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Where do I find tax documents?

To keep your information safe, our policy is not to email tax forms. Stash provides all tax forms securely online.

You can access them through the Stash app by clicking here.

Or

on the web by clicking here. And it is super easy. Here’s how:

  1. Select your name on the far right
  2. On the left side of the screen, you will see Statements and Documents

You’ll find your tax forms. Now you’ve got the documentation you need to declare any income or loss you may have realized from the previous tax year.

Forgot your password? No problem. You can reset your password by selecting the ‘forgot password’ option below the sign in page.

Now is also a good time to make sure that all of your contact information is up to date in your Stash account, including your address, email, and phone number. This ensures all of your forms also have the correct details.

Voila! Your tax season for Stash is ready. For more on deadlines and tax forms related to Stash Invest and Stash Retire, make sure to check out The 2021 Tax Season Dates You Need to Know.

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