Get Stash

Ask Stash > will i have tax documents

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?…

Didn’t find your question?

Tell us what you’re looking for, and we’ll search for resources that could help.

Ask your question

Learn more

Stash

The Stash Way: Our Investing Philosophy

Stash

Fiduciary 101: Why it’s Our Job to be Your Advocate

It’s a big word that means a lot when it comes to handling your money. It defines a relationship built on trust and duty.

Teach Me

Debt and Equity: What Every Smart Investor Needs to Know

You can invest in debt & in equity, but do you really know what that means? We break down the jargon.

Start investing

Why wait to start growing your money? Create an account today!