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 You can access historical documents year round Tax Documents section of Account Management.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. Why will I receive a Corrected Consolidated Form 1099?
Stash users 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. Examples might include either individual stocks or funds, such as All That Glitters (GLTR) and/or Real Estate Tycoon (VNQ).…
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. Each year, Stash will send you tax documents so that you can file your taxes appropriately. If you have tax documents available,…
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.…
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