What tax documents should I receive?
Any necessary tax documents for your Stash account will be made available to you electronically in February and they will be accessible within the Stash App and our website. Just log in and select your tax documents from your profile in the upper right corner of the page.
Stash does not provide legal or tax advice. Due to the specific nature of each individual’s tax situation, you should consult a tax or legal professional for information on how these forms affect your tax situation.
The available tax forms represent your account activity from the previous calendar year. If you opened your Stash Invest account this calendar year, you will not receive tax documents until the next calendar year. Stash will provide you with a Form 1099-B and 1099-DIV for your Stash Invest account in February for the previous calendar year. If you have a Stash Retire account, you will receive a 1099-R form in February, as well as a form 5498 in May.
Even after your Stash account is closed, we will notify you by email if you receive a tax document. This email will include a link to access your tax documents on the web. You will log into your Stash account with the same email address and password that you used when your Stash account was open, and you will be able to download your tax documents.
If you are unable to login or forget your password, you may need to reset your password. To do so, please go to https://app.stashinvest.com/forgot-password.
Note: If you realize that your social security number is incorrectly displayed on your tax form, please email us so that we can give you directions on how to update your SSN and file for a form correction.
Q. I signed up for a Stash Retire account only. Is it possible to now sign up for a personal Invest account?
If you wish to sign up for a personal Invest account after signing up for Stash Retire, you can do so on the web here. Unfortunately, there is no way to register for Invest from the app at this time. We apologize for this inconvenience and thank you for your patience.
Q. I didn’t finish signing up for Stash Retire. How do I complete my registration?
If you do not complete the web registration process for a Stash Retire account you can finish using your mobile app if you are on an iOS device. If you use an Android device, you will be directed back to the Retire registration webpage.
Q. My family member has passed away what do I need to do to close their Stash account?
We are very sorry for your loss. Please reach out to us here, and send a message that contains information regarding the deceased and the address where the check with any remaining funds should be mailed. Please advise that in order for us to close out the account Stash will require a copy of the…
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