Q. What is a 1099 Correction?
Stash customers who owned certain securities that are subject to income reclassification for the appropriate tax year may receive a 1099 Correction form. Not everyone will receive a 1099 Correction, but if you do, you will need to replace the existing 1099 in your tax filing. …
Q. 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.…
Q. What Tax Forms Does Stash Send?
You will receive an email when your tax forms become available. The email will come from firstname.lastname@example.org. You can access historical documents year round in the Tax Documents section of Account Management. Stash will make your relevant tax documents available online on or before February 15,…
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