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 You can access historical documents year round Tax Documents section of Account Management.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. 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 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. Are there different tax implications to owning single stocks vs ETFs?
Taxes for stocks and ETFs work the same way. You will be required by the IRS to report income earned from capital gains and other applicable distributions. Each year, Stash sends a tax statement to investors who need to file their earnings with the IRS.…
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. 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.…
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