• Q. What is a 1099 Correction?

  Stash customers who owned certain securities that are subject to income reclassification for the appropriate tax year may receive a 1099 Correction form. Not everyone will receive a 1099 Correction, but if you do, you will need to replace the existing 1099 in your tax filing. …

• 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. Can I direct deposit my tax refund into my Stash banking account?

  Sure! To set up direct deposit for your tax refund:  Enter your Stash banking account and routing numbers on your tax form.  Choose Checking on your tax form. Be sure the name on your tax return matches the name on your Stash banking account.…

• 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.…

• 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. Do I have to pay taxes on my Smart Portfolio?

  Smart Portfolios are structured as taxable personal accounts. This means that the tax implications for your Smart Portfolio are almost the same as those for your Personal Portfolio.  In general, investments sold at a gain will be subject to taxes on the difference in the purchase price and the sale price.…

• 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 2024.1 You received more than $10 in interest payments in your Stash Invest account in 2024. 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, 2025 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 2024 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. Tax Season Dates You Need to Know

  There are nine important tax dates you should know for taxes this year. Tax Day is April 15, 2025. You can make 2024 IRA contributions until April 18, 2025, at 3 p.m. ET. Tax season is just around the corner. To help you get organized,…

• Q. Receiving Your Tax Refund

  To receive your tax refund into your Stash account, you can set up a direct deposit into your Stash banking 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 stash@tax-docs.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. TurboTax Direct Import – Instructions

  TurboTax Direct Document Import Experience Need your Stash account numbers? Click here. Great news – if you are using TurboTax to file your taxes this year, TurboTax will allow you to share your Stash account information and directly import your tax documents into TurboTax!…

  • direct import
  • document upload

• Q. IRA Close or Withdrawal State IRA Withholding Requirements

  Traditional IRA required state withholdings. If you’re requesting to make a partial withdrawal from your Traditional Individual Retirement Account (IRA), or to close it completely, you’ll need to fill out a withdrawal form before the account can be closed. On this form,…

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