Q. What tax documents should I receive?
Any necessary tax documents for your Stash account will be made available to you electronically in February and they will be accessible within the Stash App and our website. Just log in and select your tax documents from your profile in the upper right corner of the page. Stash does not provide legal or tax…
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. To find out more about the tax documents you will receive click here.…
Q. What is a Traditional IRA?
A Traditional Individual Retirement Arrangement (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…
Q. Why will I receive a Corrected Consolidated Form 1099?
Your Consolidated Form 1099 will be available on February 15. However, if you owned All That Glitters (GLTR) and/or Real Estate Tycoon (VNQ) in 2017, you will likely receive a Corrected Consolidated Form 1099 around March 15 that will replace the documents made available to you in February. **Important note: If you plan to file…
Q. What is a Corrected Consolidated 1099?
If you owned Real Estate Tycoon (VNQ) or All that Glitters (GLTR) in 2017 you will receive a Corrected Consolidated 1099. This is a tax form that consolidates all appropriate 1099 forms for your Stash Invest account into one form. If you plan to file your taxes early, it may be best to wait or…
Q. Are investors taxed on dividends?
Yes. Dividends are taxed as income. Which makes sense because they are money that you are making off the money you have invested. If you have any questions regarding taxes within your Stash account, please reach out to a tax advisor or accountant.
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