Welcome to the Stash Tax Resource Center.

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Get prepared for tax season.

We’ve got the answers to your most commonly asked questions—on
taxes and your Stash account.

As a reminder, Stash does not provide tax advice. Please reach out to a tax professional for
questions regarding your personal circumstance.

What important dates should I know?

Taxes are due Monday, April 15, 2024. Here are some other dates you should keep in mind.

February 15, 20241099 Tax forms are available to Stashers.

April 15, 2024[For Stash Retire customers only]
Final date to make a contribution to your 2023 IRA

April 15, 2024Tax deadline!

May 31, 2024[For Stash Retire customers only]
Form 5498 available

October 15, 2024Tax extension deadline

Will I have tax documents from Stash?

We'll provide tax documents for Stashers who:

  • Have made money from selling investments.
  • Earned more than $10 in dividends and/or interest.
  • Have a retirement account and recently made a contribution and/or distribution for the specified tax year.

What kinds of tax documents could I receive?

Below are a few of the most common tax forms that Stash issues each year. As always, you’ll want to talk to a tax professional about your specific tax needs and situation.

Consolidated 1099
A Consolidated 1099 combines multiple 1099s (ex. 1099-B, 1099-DIV, 1099-INT) into one document for your convenience. It’s very common for Stashers to receive a Consolidated 1099— you’ll receive one by default if you have multiple 1099s.

The 1099-B summarizes the proceeds of all your sale transactions. These values must be reported to the IRS when you file your taxes. If you did not sell any investments in this tax year, you will not receive this form.

You will receive this form if your investments paid dividends of $10 or more.

The 1099-INT is provided to Stashers who’ve earned interest of $10 or more that was not previously displayed on the 1099-B. If you received less than $10 of interest, or if the interest was displayed on the 1099-B, it is likely you will not receive this form.

The 1042S is for non-US citizens who are subject to withholding in the United States. Stashers in this category use this form to report income that is subject to withholding.

The 1099-R is for those who own a retirement account and have taken distributions (withdrawals) from it. It will show the amount of any distributions taxable, the amount withheld, and any distribution code that applies.

The 5498 is for those who own a retirement account and have made any contributions, rollovers, or transfers into it in the previous tax year.
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.

PR 480.6
Used to report certain income received by Puerto Rico taxpayers and Puerto Rico tax withholding.
Only issued to Puerto Rico residents who earned reportable income and had income subject to Puerto Rico tax withholding

Crypto Tax Forms
A Profit and Loss statement will be provided for those who invested in crypto on Stash. The form can be inputted into the chosen tax software for reporting. The document will be available by the end of January.

Corrected Tax Form 1099
Stash customers who owned certain investments that are subject to reclassification for the appropriate tax year will receive the Corrected Tax Form 1099 document. Not everyone will receive a Corrected Tax Form 1099, but if you do, you need to replace the existing 1099 in your tax filing. You may want to consult a tax professional if you have any questions.

Where will I find my tax documents?

To keep your information safe, we do not email tax forms, but we will send you an email notification when your forms are ready. Stash provides all tax forms securely online directly from the Tax Documents section of your Stash profile. You can access this page through the Stash app or on the web - it’s super easy! Here’s how:

To find them in the app:

  1. On your Home Screen, click on your initials (iOS) or hamburger icon (Android) in the upper left-hand corner.
  2. In Settings, scroll down to the Documents section and click Portfolio.
  3. Navigate by account type.
  4. Select Tax documents.

To find them on the web:

  1. Click your name in the top right-hand corner of the screen.
  2. Select Statements & Tax documents from the left-hand menu.
  3. Navigate by account type, click Tax Documents.
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Put your tax refund to work with Stash

Direct deposit your federal tax refund into your Stash banking account as an opportunity to invest in your financial goals.

  1. Choose ‘Direct Deposit’ on your return.
  2. Enter your Stash account and routing numbers.
  3. You’re all set!
Add your Stash info
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Need more help?

Browse our tax-related articles, guides, tips, and more.

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The material has been distributed for informational purposes only and not intended for tax advice. Consult your tax professional.