Be sure to review the corrected information you have downloaded against the printed tax statements received in the mail as well as your own records. You may need to manually adjust or correct any inconsistencies found in the online version.

Generally, tax forms will be available to import into TurboTax or H&R Block At Home once they are mailed. For an estimated mail date for tax forms, click here.

• Form 1099-B (Proceeds from Broker and Barter Exchange)
• Form 1099-DIV (Dividend Income)
• Form 1099-R (Retirement Plan Distributions)
• Cost basis

There are some situations that might prevent importing tax information for certain forms. Make sure you carefully review and compare all items on your TurboTax or H&R Block At Home return against your own records as well as the information you received on the tax forms that were mailed to you after you import your tax form information.

You can also visit the TurboTax website for additional help with installing the software or getting started in TurboTax. Be sure to download any recent updates to the program, if prompted.

1. Open TurboTax on your computer.
2. On the "Choose How to Enter Your Income" screen, select the "Guide Me Through Income" button.
3. When given the option to save time by importing your investments, choose the "Import My Information" button.
4. Next, you'll be asked to choose your financial institution from a list of possible options within the drop down menu. Select Harbor Funds and click "Continue."
5. When importing your tax form data from Harbor Funds, you will be prompted to enter your User ID and Password. The User ID and Password are the same as the ones established for Harbor Funds Online Access. Information from any additional tax statements you receive must be imported into TurboTax separately.
6. Once you have retrieved your Harbor Funds information, be sure to check it against the tax statements you received in the mail. It is also recommended that you review the information against your own records. Since the tax statement you receive in the mail is your official document of record, you will need to manually correct any inconsistencies found in the imported version. In addition, if you receive amended tax statements, you will need to correct the information on your tax return, either through an additional import into your TurboTax return or by manually changing the data on your TurboTax file.

If you sold a mutual fund that was acquired through several purchases and you are using the average cost basis method you may enter "various" in the space provided for date acquired. Consult with your tax adviser and the IRS instructions for Schedule D, Capital Gains and Losses, for additional information on reporting the date acquired.

Please note:

• The information held in our records may not reflect all basis adjustments that would be necessary for calculations of the basis of shares that are sold.
• Adjustments related to wash sales may not reflect accurate cost basis. Please also be aware that if you have received your shares through a gift, inheritance or divorce, the cost basis has not been adjusted and will need to be manually adjusted.
• It is important that you verify data using your records when calculating gains or losses for tax reporting purposes. To adjust the information, you will need to edit the imported information.
• Please see the instructions associated with your tax statements for more information. If you have questions specific to the cost basis or the associated gain or loss shown on your statement, it is important that you speak with a tax adviser.