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. Do I have to pay taxes on my Stash Custodial Account investments?
Tax rules for custodial accounts can be complex. Whether there will be taxes owed on a Custodial Account depends on your unique tax situation. You should consult a tax professional (like an accountant) for answers to specific questions about your specific tax needs.…
Q. You should have tax documents from Stash if…
Some reasons you may receive tax documents from Stash: You received more than $10 in dividend payments in your Stash Invest investments in 2022.1 You received more than $10 in interest payments in your Stash Invest account in 2022. You made a withdrawal of $10 or more from your Stash Retire IRA.…
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. Everything You Need to Know About Tax Documents
Visit our Tax Center for more information about 2023 taxes. Click below to jump ahead: Will I have tax documents from Stash? Where do I find my tax documents? I closed my account, how can I get tax information? Incorrect Social Security Number Will I Have Tax Documents from Stash? …
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 You can access historical documents year round in the Tax Documents section of Account Management.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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