• Q. What tax documents should I receive?

  Stash will email you when your tax forms become available. You can access historical documents year round  Tax Documents section of Account Management. Stash will make your relevant tax documents available online in mid February. The forms you’ll be receiving represent your account activity from the previous calendar year or any activity completed to qualify for that year’s contributions.…

• Q. What is a Traditional IRA?

  A Traditional Individual Retirement Account (IRA) allows a client to invest in stocks, bonds, mutual funds, certificates of deposit, ETFs index funds etc. using pre-tax dollars. That means the client does not pay income taxes on the money they are using to invest until they withdraw the money from the account.…

• Q. Will I get in trouble if I take my money out early?

  Retirement accounts can have penalties and/or taxes if you withdrawal prior to the age of 59 ½. If you have any questions, please reach out to a tax advisor to review your specific circumstances. Keep it in, let it grow!…

• 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. Why will I receive a Corrected Consolidated Form 1099?

  Stash customers who owned certain investments that are subject to reclassification for the appropriate tax year may receive a Corrected Consolidated Form 1099 on or around March 15, about a month after receiving your Consolidated Form 1099 in February. This part is really important: The Corrected Consolidated 1099 form that you may receive in March replaces the form you should receive in February.…

• 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. Are there different tax implications to owning single stocks vs ETFs?

  Taxes for stocks and ETFs work the same way. You will be required by the IRS to report income earned from capital gains and other applicable distributions. Each year, Stash sends a tax statement to investors who need to file their earnings with the IRS.…

• Q. Are dividends taxed?

  Dividends can be taxed as income. Dividends are taxed at different rates, depending upon whether they are considered qualified or nonqualified. If you have any questions regarding your own tax situation and how your Stash account may impact it, please consult with a qualified tax professional.…

• 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. 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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