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 You can access historical documents year round Tax Documents section of Account Management.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