Online Tax Resource Center | Stash

Tax forms will be ready on or before February 15, 2025.

Put your tax refund to work.

This year, use your tax refund as an opportunity to invest in your financial goals.

Set up direct deposit.

Get your refund earlier when you direct deposit your federal tax refund into your Stash banking account.

Create an emergency fund.

Use part of your refund to instantly make an emergency fund for unforeseen expenses and more.

Invest in your future.

Get a headstart on your financial goals with a retirement account—you can set aside money and save on taxes with a traditional or Roth IRA.

Invest as you shop.

If you’re going to splurge, swipe the Stock-Back® Card1—and we’ll give you stock in well-known brands.

Did you receive a tax correction?

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. For more information, please click here.

Need more help?

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