News & Commentary

Harbor Funds 2012 Tax Material Schedule
December 07, 2012

The table below shows the expected mailing dates for the listed 2012 tax documents.  For complete descriptions of each form, as well as more detailed tax information about Harbor's funds, visit the Harbor Tax Center.

Note: Not all shareholders will receive all of these documents - it depends on the funds and accounts you hold with us.  Shareholders who redeem shares for a loss in December may not receive their forms on this schedule.

IRS Form Expected Mailing Date
(may be subject to change)
1099-R Mailed on: January 10, 2013
Available online
1099-DIV Mailed on: January 17, 2013
Available online
1099-B Mailed on: January 17, 2013
Available online
1042-S Mailed on: March 13, 2013
Available online
5498 May 15, 2013

Once the documents have been distributed, all Harbor Funds shareholders will be able to access their tax forms online. If you haven't established online access yet, click here to register your accounts. If you'd prefer to only receive your statements online, you can choose to go "paperless". Log into your account, choose the My Account Profile tab and click "E-delivery Settings".

If you have any questions, please call Harbor Shareholder Services at 800-422-1050, Monday through Friday, 8:00 a.m. to 6:00 p.m. Eastern time.