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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.…

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 You can access historical documents year round in the Tax Documents section of Account Management.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