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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.

Check in your  Stash account (on the app or web) on or before February 15, 2022 to see if your Forms 1099-DIV and/or Form 1099-B are there. We will also send you an email when your tax forms are ready for download.

Note that you may also receive a Corrected Consolidated Form 1099 on or before March 15. This form would replace the 1099 form(s) you receive in February. Not everyone will receive a Corrected Consolidated 1099. If you do receive a corrected form, you need to incorporate it into your tax returns. You may want to consult a tax professional if you have any questions. For more information on Corrected Consolidated Form 1099, check out this article

For a full list of possible tax forms, and the dates you can expect to find them in your app, check out this article: The 2022 Tax Season Dates You Need to Know

This should not be construed as tax advice. Please consult a tax professional for additional questions.

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