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 2020
- 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 2020
You likely won’t have tax documents if:
- You received less than $10 of 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.
Related questions View all Pricing
Q. Why can’t I add more investments to my Set Schedule?
You may have reached the Set Schedule investments limit. Stash has a limit of 500 Set Schedule allocations for all Stashers to avoid an error that could put your Set Schedules at risk of not executing. To add new investments to Set Schedule,…1
Q. What’s Plaid?
Plaid is a technology that allows for people to connect their financial accounts to a mobile application. It makes it possible for your external bank and Stash to talk to one another. When you link Stash to your external bank, Plaid encrypts your bank information,…2
Q. How do I opt out of Plaid?
You can easily opt out of Plaid in the app. Here’s how to get started: From the Home screen, tap your account icon in the top left corner Tap on Personalization & Data below Privacy & Legal Tap Opt-out of transaction data sharing at the bottom of the screen …1
Didn’t find your question?
Tell us what you’re looking for, and we’ll search for resources that could help.Ask your question
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.