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 You can access historical documents year round Tax Documents section of Account Management.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.…227
Q. Do I have to pay taxes on any money I make through my Stash account?
Taxes on Investments The investments you make with Stash are taxed the same way as any other investment. 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,…49
Q. Where are my tax documents?
Stash will email you when your tax forms become available. You can access your documents in the Tax Documents section of your Stash profile. To find them in the app: Go to Home Screen Go to Settings Select Statements and Documents Select Tax documents To find them on the web: Click your name in the top right-hand corner of the screen Select Tax documents from the left-hand menu.…18
Q. Will I be given tax documentation?
Stash will email you when your tax forms become available. You can access your documents in the Tax Documents section of your Stash profile. *Before we begin, please address specific questions on taxes to a tax professional. Nothing written in this article should be construed as investment,…16
Q. I closed my account, how can I get tax information?
We’ll still notify you by email if you receive a tax document, even after your account is closed. It’ll contain a link to access your documents on our website. Log in with your same email address and password, and you’ll be able to download your tax documents.…15
Q. Are investors taxed on dividends?
Yes. Dividends are taxed as income. Which makes sense because they are money that you are making off of the money you have invested. If you have any questions regarding taxes within your Stash account, please reach out to a tax advisor or accountant.…12
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).…12
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