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.
Stash will make your relevant tax documents available online by February 15th.
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.
If you see that your Social Security number is incorrect on your tax form, please email us. We ’ll give you directions on how to update your SSN and file for a form correction.
Any specific questions related to filing your taxes should be directed to a tax professional (like an accountant).
What if I didn’t get an email about tax forms?
If you didn’t get an email about tax forms and aren’t seeing any in your account, it’s because you don’t need them for this tax year.
If you opened your Stash Invest account this past calendar year, you will not receive tax documents until the next year.
Stash issues tax forms to people who:
-Have made money from selling investments
-Earned more than $10 in dividends and/or interest
-Have a Retire account and made a contribution to it for the specified tax year.
If these scenarios apply to you, you don’t need tax forms from Stash.
Click here to find out what Tax Forms Stash May Send You
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.
Related questions View all Taxes
Q. I closed my account, how can I get tax information?
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 website. How to access your documents Log…4
Q. Are investors taxed on dividends?
Yes. Dividends are taxed as income. Which makes sense because they are money that you are making off of the money you have invested. If you have any questions regarding taxes within your Stash account, please reach out to a…10
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