TurboTax

File with experts
File your taxes
Experts at your fingertips

An expert helps with your taxes, or does them for you
TurboTax Expert Full Service

TurboTax Expert Assist

TurboTax Self-Employed
Prior year taxes
File myself
File myself
Do it yourself

We'll guide you step-by-step
TurboTax Do It Yourself

TurboTax Self-Employed

TurboTax Desktop
TurboTax Free

Activate your product

Prior year taxes
Business
Business
Business taxes

Get your T2 corporate return done right, your way
TurboTax Business

TurboTax Business Desktop
Tax situations
Tax situations
Tax situations

Find extra guidance for your big life moves
For investors

For 25 and younger

For self-employed

For new to Canada

For life changes
Resources
Resources
Resources

Explore tax tools, get tips, and read reviews
Personal income tax calculator

RRSP savings calculator

Learning hub

TurboTax support (FAQ)

TurboTax community
Pricing

Community

Question

Received end of year 2024 Mutual Fund Statement: yet NO 1099 yet from Payee. Must I enter Payer's TIN, if not shown? Have NO 1099.

Forum|Forum|1 year ago
February 3, 2025
1 reply
0 views

No text available

You don't need to enter the payer's TIN if it isn't shown on your mutual fund statement. You can use your year-end statement to report your earnings. However, it's best practice to wait until you receive your 1099 to help ensure your records match the records sent to the IRS by the payer. You can check the payer's website and contact them if needed.

For more detailed information, you can refer to:

IRS guidelines on reporting investment income

Turbo Tax Guide - No 1099