Will I have stash tax documents if I lost money on Stash?
Essentially, if you sold an investment, you should have a tax form, even if you sold an investment at a loss.
By February 16, 2021, you can check in the Stash app to see if your Form 1099-DIV and/or Form 1099-B are there. For a full list of possible forms and the dates you can expect to find them in your app, check this out: The 2021 Tax Season Dates You Need to Know.
Wondering what a dividend is? Check out Dividends: A New Investor’s Guide, What You Need to Know.
If you will receive Stash tax forms, they should be available on or before February 16, 2021, in the Stash app, or on the web.
Please note that nothing written in this article should be construed as investment, legal, or tax advice. Please address specific questions on taxes to a tax professional.
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