• Q. Can I still contribute toward last year’s IRA contribution limit?

  It depends. Is it before April 15th (or this year’s tax deadline day)? If the answer is ‘Yes’, you can still contribute under the previous year’s maximum. The deadline to contribute to the previous year’s IRA contribution maximum is the closest business day on or after April 15.…

• 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. 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,…

  • dividends
  • taxes

• 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.…

  • custodial account taxes
  • taxes custodial

• Q. What’s the deal with Smart Portfolio taxes?

  Because Smart Portfolio is structured as a taxable personal account, the tax implications for your Smart Portfolio are almost the same as those for your Personal Portfolio. In general, a security sold at a gain will be subject to taxes on the difference in the sales price and the cost of purchase.…

• 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.…

• 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. 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. 2022 Tax Season Dates You Need to Know

  There are nine important tax dates you should know for 2023.Tax Day is April 18, 2023.You can make 2022 IRA contributions until April 18, 2023, at 3 p.m. ET. Tax season is just around the corner. To help you get organized,…

• 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,…

• 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!…

  • direct import
  • document upload

• Q. What’s the Deal with Crypto and Taxes?

  During tax season, Apex Crypto will provide Stash customers with a Profit and Loss statement that can be inputted into your chosen tax software. This document will be available by the end of January in the Tax Documents section of your Stash account.…

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