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Will I be given tax documentation?

Stash will email you when your tax forms become available. You can access your documents in the Tax Documents section of your Stash profile.

*Before we begin, please address specific questions on taxes to a tax professional. Nothing written in this article should be construed as investment, legal or tax advice.

Taxes can be tricky. Between capital gains, dividends, interest, distributions, contribution limits, and multiple 1099 forms, your head can start to feel like it’s spinning.

Before we show you how to find your tax documents, let’s figure out if you have them.

You will have tax documents if:

  • You received dividend payments greater than $10 from your Stash Invest investments in 2019
  • You received more than $10 in interest on your Stash Invest account
  • You made a withdrawal from your Stash Retire IRA of $10 or more, or
  • You sold an investment in your Stash Invest account in 2019.

 

You likely won’t have tax documents if:

  • You opened your Stash account in 2019, or
  • You received less than $10 of dividend payments, interest, and/or did not sell any investments before the end of 2019.
  • You have a retirement account with Stash and haven’t made any withdrawals.

 

You may be wondering, “What if I only have a return of $0.46?” It doesn’t matter how much money you have in your account. If that 46 cents came from dividends or selling an investment (also called a realized capital gain, or loss), then you’ll have forms. “What if I lost money?” Even if you sold an investment at a loss you will also get tax forms. Essentially, if you sold an investment, you’ll have a tax form.

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