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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.…
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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,…
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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.…
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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.…
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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?…
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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 You can access historical documents year round in the Tax Documents section of Account Management.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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