Will I be given tax documentation?
Stash will email you when your tax forms become available. You can access your documents in the Tax Documents section of your Stash profile.
*Before we begin, please address specific questions on taxes to a tax professional. Nothing written in this article should be construed as investment, legal or tax advice.
Taxes can be tricky. Between capital gains, dividends, interest, distributions, contribution limits, and multiple 1099 forms, your head can start to feel like it’s spinning.
Before we show you how to find your tax documents, let’s figure out if you have them.
You will have tax documents if:
- You received dividend payments greater than $10 from your Stash Invest investments in 2019
- You received more than $10 in interest on your Stash Invest account
- You made a withdrawal from your Stash Retire IRA of $10 or more, or
- You sold an investment in your Stash Invest account in 2019.
You likely won’t have tax documents if:
- You opened your Stash account in 2020, or
- You received less than $10 of dividend payments, interest, and/or did not sell any investments before the end of 2020.
- You have a retirement account with Stash and haven’t made any withdrawals.
You may be wondering, “What if I only have a return of $0.46?” It doesn’t matter how much money you have in your account. If that 46 cents came from dividends or selling an investment (also called a realized capital gain, or loss), then you’ll have forms. “What if I lost money?” Even if you sold an investment at a loss you will also get tax forms. Essentially, if you sold an investment, you’ll have a tax form.
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Q. I closed my account, how can I get tax information?
We’ll still notify you by email if you receive a tax document, even after your account is closed. It’ll contain a link to access your documents on our website. Log in with your same email address and password, and you’ll be able to download your tax documents.…14
Q. Are investors taxed on dividends?
Yes. Dividends are taxed as income. Which makes sense because they are money that you are making off of the money you have invested. If you have any questions regarding taxes within your Stash account, please reach out to a tax advisor or accountant.…13
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