Q. I already contribute to an IRA. Can I still use Stash Retire?
Yes, even if you already have a separate IRA you can still use Stash Retire. What about the IRA contribution limits? The annual IRA contribution limit set by the IRS is the total amount you’re allowed to put into all your IRAs.…
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. Do I have to pay taxes on my Smart Portfolio?
Smart Portfolios are structured as taxable personal accounts. This means that the tax implications for your Smart Portfolio are almost the same as those for your Personal Portfolio. In general, investments sold at a gain will be subject to taxes on the difference in the purchase price and the sale price.…
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. TurboTax Direct Import – Instructions
TurboTax Direct Document Import Experience Need your Stash account numbers? Click here. Great news – if you are using TurboTax to file your taxes this year, TurboTax will allow you to share your Stash account information and directly import your tax documents into TurboTax!…
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