Ask Stash


Home > About Stash

Will I be given tax documentation?

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.

Search questions
we've already answered.