Q. Why will I receive a Corrected Form 1099?
Stash customers who owned certain investments that are subject to reclassification for the appropriate tax year may receive a Corrected Form 1099 on or around March 15, about a month after receiving your Corrected Form 1099 in February. This part is really important: The Corrected 1099 form that you may receive in March replaces the form you should receive in February.…
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 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.…
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