Welcome to the Stash Tax Resource Center.

Get prepared for Tax Season

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

Confirm your info.

Review your contact information to ensure Stash sends your tax forms to the right spot and the most current information reflects on your form.

Review your gains and losses

There might be an opportunity to lower your tax liability. To learn more on tax loss harvesting, try chatting with Money Coach.

Plan for retirement

Consider contributing to your retirement.

Set up direct deposit with Stash.

Sign up for a Stash banking account so your tax return can be directly deposited into your Stash.

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).

Put your tax refund to work.

This year, use your tax refund as an opportunity to invest in your financial goals. As a reminder, Stash does not provide tax advice.

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.

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

What important dates should I know?

Taxes are due Tuesday, April 15, 2026. Here are some other dates you should keep in mind.

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.
• You need to report certain income received by Puerto Rico taxpayers and Puerto Rico tax withholding.

What kinds of tax documents could I receive?

Below are some 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.

1099-B

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.

1099-DIV

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

1099-INT

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.

1042S

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.

1099-R

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.

5498

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.

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.

Looking for a K1 Document?

The K-1 Tax document is for the investors holding securities defined as Master Limited Partnership (MLP). The associated Partnership is required to send the Form K-1 which contains income to be recognized for their own tax returns.

Our responsibility as the brokerage firm, is to provide the required transactions and positions owned for a given tax year to the data processing firms. Investors will then receive their K-1 tax document directly from the MLP partnerships, and report the applicable income for their own tax returns.

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 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.

Closed Accounts:

We’ll still notify you by email if you receive a tax document, even after your account is closed. It’ll contain a link to access your documents on our website. Log in with your same email address and password, and you’ll be able to download your tax documents.

Did you receive a tax correction?

Click here for our full FAQ.

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