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I forgot which mutual fund i invested in, is there any way i can find it and recover my earnings?


I forgot which mutual fund i invested in, is there any way i can find it and recover my earnings?

Come on Nita: each year around February, your mutual fund is obligated to send out a 1099-DIV form for your tax return. Have you moved so many times, and they can't find you?
Try the IRS, maybe they can help because may be they see you are not reporting this dividend money and want to hold back your return each year.

You should have been getting statements. Check them

If you do not remember which mutual fund you invested in, perhaps you can remember who recommended this person to you? You can also look in the yellows pages and maybe that will ring a bell. Good luck.

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