Welcome to the Stash Tax Resource Center.

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Ready to file your taxes?

You can access your tax documents below, as well as your Stash banking account and routing numbers (you’ll need these to set up early direct deposit for your refund).

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Your 1099 Forms

Tax Year 2023

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Bank account number


Bank routing number


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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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Up to 20% off TurboTax

Want to simplify tax season? Easily import your Stash tax documents into TurboTax to save time. And here’s a bonus—TurboTax offers Stashers up to 20% off federal tax prep.*

Get started with TurboTax
* Promotion not sponsored or endorsed by Stash, or any of their respective affiliates, and none of the foregoing has any responsibility to fulfill any funds earned through this promotion.
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How to report crypto on your taxes.

We’ll give you the 411 on what forms you need for crypto. 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.

Need more help?

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

Learn more

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