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. You should have tax documents from Stash if…
You received dividend payments greater than $10 from your Stash Invest investments in 2020.1 You received more than $10 in interest on your Stash Invest account. You made a withdrawal from your Stash Retire IRA of $10 or more,…
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. By February 16, 2021, you can check in the Stash app to see if your Form 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 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. 2022 Tax Season Dates You Need to Know
There are six important tax dates you should know for 2022. Tax Day is April 18, 2022. You can make 2021 IRA contributions until April 18, 2022, at 3 p.m. EST. 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 firstname.lastname@example.org. You can access historical documents year round in the Tax Documents section of Account Management.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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