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You should have tax documents from Stash if…

  • Some reasons you may receive tax documents from Stash:
    • You received more than $10 in dividend payments in your Stash Invest investments in 2022.1
    • You received more than $10 in interest payments in your Stash Invest account in 2022.
    • You made a withdrawal of $10 or more from your Stash Retire IRA.
    • You sold an investment in your Stash Invest account in 2022.
    • You may also generate a Form 5498 on or before May 31 if you made a contribution to your retirement account during 2022. You do not need to wait to receive this form to file your taxes—this form is not required to do your taxes. 

    You likely won’t have tax documents if:

    • You received less than $10 of dividends or interest, and/or did not sell any investments before the end of 2020.
    • You have an IRA with Stash and did not make any withdrawals in 2022.

    If you will receive Stash tax forms for this tax season, they will be available on or before February 15, 2023, in the Stash app and on the web. We do not send tax forms via email, but we will send you an email when the forms are ready for you to download from your account.

DISCLOSURES

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

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