• 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 You can access historical documents year round  Tax Documents section of Account Management.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. 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,…

• 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. This email will 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.…

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• 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,…

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• 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. What is a Corrected Consolidated 1099?

  This is a tax form that consolidates all appropriate 1099 forms for your Stash Invest account into one single form. The Corrected Consolidated 1099 form replaces any other 1099s made available to you previously. This form is relevant for all Stash investors who invested in All that Glitters or Real Estate Tycoon,…

• Q. How are custodial accounts taxed?

  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.…

• 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.…

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• Q. Do I have to pay taxes on my Stash Retire investments?

  For Roth IRAs Generally, you will not pay taxes on money you withdraw from your Roth IRA after the age of 59 ½. If you choose to withdraw $10 or more from your Stash Retire Roth IRA before you are 59 ½, …

• 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. TurboTax Direct Import

  Great news – if you are using TurboTax to file your taxes this year, TurboTax will allow you to log in with your Stash account number and Social Security Number, and directly import your tax documents into TurboTax! No more downloading your tax documentation and manually uploading them.…

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• 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. Receiving Your Tax Refund

  Direct Deposit To receive your tax refund into your Stash account, you can set up a direct deposit into your Stash bank account. To set up direct deposit:  Enter your Stash banking account and routing numbers on your tax form.  Choose Checking on your tax form.…

• 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,…

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