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Q. Do I have to pay taxes on my Stash Invest investments?

Stash Invest accounts are taxable brokerage accounts. You are required by the IRS to report income earned from capital gains and other applicable distributions. This means you will need to pay taxes on money you make through capital gains, dividends, and income interest.…

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. Do I have to pay taxes on my Stash Retire investments?

You are required by the IRS to report income earned from capital gains and other applicable distributions. This means you will need to pay taxes on money you make through capital gains, dividends, and income interest. To put it another way: If one of the funds in your portfolio increases in value,…

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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