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Q. Why will I receive a Corrected Form 1099?

Stash customers who owned certain investments that are subject to reclassification for the appropriate tax year may receive a Corrected Form 1099 on or around March 15, about a month after receiving your Corrected Form 1099 in February. This part is really important: The Corrected 1099 form that you may receive in March replaces the form you should receive in February.…

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 taxnotifications@apexfintechdocuments.com. You can access historical documents year round in the Tax Documents section of Account Management.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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