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New Member
posted May 31, 2019 7:31:03 PM

Do i have to file investments made tru apps like acorns or stash?

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1 Replies
Intuit Alumni
May 31, 2019 7:31:05 PM

Yes, if you had any income to report from those accounts.

You should check your account now for any links to tax reporting documents for information about any income you had for the account.  Even if the documents are not there, you should find some information about their availability.

Financial institutions generally have until January 31st to provide you with any tax documents that you need to file your tax return.  Some have a later deadline depending on the nature of the investments.  There is also a minimum dollar amount that must be met before they are required to issue the paperwork to you.  That does not mean that if you don’t get the paperwork, then you don’t have to include it – that minimum amount does not apply when it comes to reporting income.