Q. What tax documents should I receive?
Any necessary tax documents for your Stash account will be made available to you electronically on February 15th. They will be available here. Any specific questions related to filing your taxes should be directed to a tax professional The available tax forms represent your account activity from the previous calendar year. If you opened your…
Q. Do I have to pay taxes on any money I make through my Stash account?
Like any investment, you will need to pay taxes on all realized capital gains, dividends and income interest. This means, if one of the funds you have in your portfolio increases in value, and you sell that investment at a higher value than when you bought it, you’ve made some money, and you need to…
Q. Do I have to pay taxes on my Stash investments?
Stash Invest accounts are taxable brokerage accounts and you are required by the IRS to report income earned from capital gains and other applicable distributions. Each year, Stash will send you a tax statement so that you can file your taxes appropriately. In general, if you hold your investments for longer than a year, you…
Q. Are there early withdrawal fees on Stash Retire?
Yes, depending on your age and circumstances, there could potentially be penalties and/or taxes if you withdraw your funds before age 59 ½. If you have any questions, please reach out to a tax advisor to review your specific circumstances.
Q. What is a Traditional IRA?
A Traditional Individual Retirement Account (IRA) allows you to invest in stocks, bonds, mutual funds, certificates of deposit, ETFs and index funds, among other investments using pre-tax dollars. That means you don’t pay taxes on it until you withdraw the money from the account after age 59 ½. When in retirement, you will pay taxes…
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