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January 24, 2020
Question

Do I have to wait for forms from my bank regarding the bonds and mutual fund I cashed? Or can I file with just the receipts of those funds?

  • January 24, 2020
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1 reply

January 24, 2020

No, it's best to wait for the forms from your bank. There may be other information on the forms that may not be shown on your receipts.  

  • You may be able to check your mutual fund online account to see if the forms are available. Look in your account for the 2019 Year End forms. 

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