You should have tax documents from Stash if…
- You received dividend payments greater than $10 from your Stash Invest investments in 2020.1
- 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 received dividends on any stock owned or any stock sold.
- You may also generate a form 5498 on June 1 if you made a contribution to your retirement account during 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.
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, find them here
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.
Related questions View all Tax Center
-
Q. Why Am I Still Receiving Statements?
We at Stash are legally required to send our clients statements for their account(s) in any month in which there was any activity or funds in the account. If you believe you should not have received a statement, log back into your account to see if your accounts are fully closed and… If you are fully closed with no funds in any of your account(s): Since your account is now fully closed and unfunded this would be your final statement.…
-
Q. Trying to Link your Stash with TD Bank?
As of April 25th, 2022, at 12:01a.m. ET, TD Bank implemented a change that requires all institutions, including Stash, to re-link once every 90 days if you linked your account via the Instant Link option using Plaid. What this means for Stash customers who are linked to a TD Bank account: This will not impact any deposits you make from your account,…
-
Q. Why did you sell part of my investments to cover my monthly subscription fee?
The way we initially attempt to charge the fee differs. We’ll try to pull from your Portfolio cash, linked debit/credit card, or Stash Banking1 balance first. If that doesn’t work, then we’ll sell a portion of your holdings in your Personal Invest Portfolio to cover the fee.…
Didn’t find your question?
Tell us what you’re looking for, and we’ll search for resources that could help.
Ask your question