Get Stash

Ask Stash > corrected consolidated

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 You can access historical documents year round Tax Documents section of Account Management.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 customers 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, about a month after receiving your Consolidated Form 1099 in February. This part is really important: The Corrected Consolidated 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.…

Didn’t find your question?

Tell us what you’re looking for, and we’ll search for resources that could help.

Ask your question

Learn more

Stash

The Stash Way: Our Investing Philosophy

Stash

Fiduciary 101: Why it’s Our Job to be Your Advocate

It’s a big word that means a lot when it comes to handling your money. It defines a relationship built on trust and duty.

Teach Me

Debt and Equity: What Every Smart Investor Needs to Know

You can invest in debt & in equity, but do you really know what that means? We break down the jargon.

Start investing

Why wait to start growing your money? Create an account today!