News & Commentary

Harbor Funds 2015 Tax Year Material Schedule

The table below shows the mailing dates for the listed 2015 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 received 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 Estimated Mailing Schedule
1099-R Mailed on January 8, 2016
Available online
1099-DIV Mailed on January 15, 2016
Available online
1099-B Mailed on January 15, 2016
Available online
1099-DIV/B Potential Wash Sale Accounts Mailed on February 3, 2016
Available online
1042-S Mailed on March 14, 2016
Available online
5498 Mailed on May 11, 2016
Available online

All Harbor Funds shareholders can 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 then click the "Edit" link next to Document Delivery Settings.

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