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.
Related questions View all Tax Center
-
Q. Making a Deposit into Your Stash Banking Account
In a time crunch to pay your bills, or need to use your Stock-BackⓇ Card1 to make that purchase soon? Here are some ways to add money to your Stash banking account.1 Click below to jump ahead: Make a transfer to your Stash banking account from within your Stash account. …
-
Q. Stash Banking Benefits
Your Stash banking account comes packed with features that will help you invest in yourself. You’ll earn Stock-Back® rewards with every purchase, and you’ll also enjoy access to benefits provided by Mastercard®.1 We’ve highlighted some of the benefits below. …
-
Q. Withdrawing from your Retirement Portfolio
You can either make a partial withdrawal from your Retirement portfolio (IRA), or you can close it completely. Important Note: The minimum age to withdraw money from an IRA is 59 ½ years old. If you withdraw funds from your Retire Portfolio before age 59 ½,…
Didn’t find your question?
Tell us what you’re looking for, and we’ll search for resources that could help.
Ask your question