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 You can access historical documents year round Tax Documents section of Account Management.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. Are investors taxed on dividends?
Yes – dividends are taxed as income, because they are money that you are making off of the money you have invested. If you received dividends of $10 or greater, you will have tax forms. If you have any questions regarding taxes within your Stash account,…
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 email@example.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 You can access historical documents year round in the Tax Documents section of Account Management.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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