Where are my tax documents?
Stash will email you when your tax forms become available. You can access your documents in the Tax Documents section of your Stash profile.
Stash will make your relevant tax documents available online by mid February.
To find them in the app:
- Go to Home Screen
- Go to Settings
- Select Statements and Documents
- Select Tax documents
To find them on the web:
- Click your name in the top right-hand corner of the screen
- Select Tax documents from the left-hand menu.
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.
Any specific questions related to filing your taxes should be directed to a tax professional (like an accountant).
Please note: If you owned Real Estate Tycoon (VNQ) or All that Glitters (GLTR) in 2017, you will receive a Corrected Consolidated Form 1099, which will arrive after February 15.
*Nothing in the above response should be construed as Tax or legal advice. For Tax advice related inquiries, please reach out to a Tax professional.
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