
It will show the amount of any distributions taxable, the amount withheld, and any distribution code that applies. 1099-R The 1099-R is for those who own a retirement account and have taken distributions (withdrawals) from it. Stashers in this category use this form to report income that is subject to withholding. 1042S The 1042S is for non-US citizens who are subject to withholding in the United States.

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. 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. 1099-DIV You will receive this form if your investments paid dividends of $10 or more. If you did not sell any investments in this tax year, you will not receive this form. These values must be reported to the IRS when you file your taxes.

1099-B The 1099-B summarizes the proceeds of all your sale transactions. It’s very common for Stashers to receive a Consolidated 1099- you’ll receive one by default if you have multiple 1099s. 1099-B, 1099-DIV, 1099-INT) into one document for your convenience. Consolidated 1099 A Consolidated 1099 combines multiple 1099s (ex. As always, you’ll want to talk to a tax professional about your specific tax needs and situation. Below are a few of the most common tax forms that Stash issues each year.
