Q. What tax documents should I receive?
Stash will email you when your tax forms become available. You can access historical documents year round Tax Documents section of Account Management. Stash will make your relevant tax documents available online in mid February. The forms you’ll be receiving represent your account activity from the previous calendar year or any activity completed to qualify for that year’s contributions.…
Q. Why will I receive a Corrected Consolidated Form 1099?
Stash users who owned certain investments that are subject to reclassification for the appropriate tax year may receive a Corrected Consolidated Form 1099 on or around March 15. Examples might include either individual stocks or funds, such as All That Glitters (GLTR) and/or Real Estate Tycoon (VNQ).…
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