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 You can access historical documents year round Tax Documents section of Account Management.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. Everything You Need to Know About Tax Documents
Visit our Tax Center for more information about 2022 taxes. Will I Have Tax Documents from Stash? You should have tax documents from Stash if: You received dividend payments greater than $10 from your Stash Invest accounts in 2021. You received more than $10 in interest on your Stash Invest account. …
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 You can access historical documents year round in the Tax Documents section of Account Management.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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