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Account Resources & Education

Tax Center

2023 Tax Information

Fund and tax information to help you during the 2023 tax season

 

2023 Tax Facts

Provides specific information on your Northern Funds investment income and capital gain distributions for 2023

 

2023 Capital Gain Distributions
2023 capital gain distributions for Northern Funds

 

2023 Qualified Interest Income (QII) Dividend Report

A list of qualified interest income and short-term capital gains percentages for the Northern and Northern Institutional Money Market Funds.

 

2023 ICI Primary Reports
Provides detailed 2023 information on your Northern Funds.

 

2023 ICI Secondary Reports
Provides detailed 2023 information on your Northern Funds.

 

2022 Tax Information

Fund and tax information to help you during the 2022 tax season

 

2022 Tax Facts

Provides specific information on your Northern Funds investment income and capital gain distributions for 2022

 

2022 Capital Gain Distributions

2022 capital gain distributions for Northern Funds and Northern Institutional Funds

 

2022 Qualified Interest Income (QII) Dividend Report

A list of qualified interest income and short-term capital gains percentages for the Northern and Northern Institutional Money Market Funds

 

2022 ICI Primary Reports
Provides detailed 2022 information on your Northern Funds.

 

2022 ICI Secondary Reports
Provides detailed 2022 information on your Northern Funds.

 

2021 Tax Information

Fund and tax information to help you during the 2021 tax season

 

2021 Tax Facts

Provides specific information on your Northern Funds investment income and capital gain distributions for 2021

 

2021 Capital Gain Distributions

 

2021 Qualified Interest Income (QII) Dividend Report

A list of qualified interest income and short-term capital gains percentages for the Northern and Northern Institutional Money Market Funds

2020 Tax Information

Fund and tax information to help you during the 2020 tax season

 

2020 Tax Facts (Revised as of 10/22/21)

Provides specific information on your Northern Funds investment income and capital gain distributions for 2020

 

2020 Capital Gain Distributions

2020 capital gain distributions for Northern Funds and Northern Institutional Funds

 

2020 Qualified Dividends Income and Corporate Dividends Received Deduction

A list of Northern Funds Qualified Dividends Income (QDI) percentages and Dividends Received Deduction (DRD) percentages

 

2020 Qualified Interest Income (QII) Dividend Report

A list of qualified interest income and short-term capital gains percentages for the Northern and Northern Institutional Money Market Funds

2019 Tax Information

Fund and tax information to help you during the 2019 tax season

 

2019 Tax Facts

Provides specific information on your Northern Funds investment income and capital gain distributions for 2019

 

2019 Capital Gain Distributions

2019 capital gain distribution for Northern Funds and Northern Institutional Funds

 

2019 Qualified Dividends Income and Corporate Dividends Received Deduction

A list of Northern Funds Qualified Dividends Income (QDI) percentages and Dividends Received Deduction (DRD) percentages

 

2019 Qualified Interest Income (QII) Dividend Report

A list of qualified interest income and short-term capital gains percentages for the Northern and Northern Institutional Money Market Funds

2018 Tax Information

Fund and tax information to help you during the 2018 tax season

 

2018 Tax Facts

Provides specific information on your Northern Funds investment income and capital gain distributions for 2018

 

2018 Qualified Dividends Income and Corporate Dividends Received Deduction

A list of Northern Funds Qualified Dividends Income (QDI) percentages and Dividends Received Deduction (DRD) percentages.

 

2018 Capital Gain Distributions

2018 capital gain distribution for Northern Funds and Northern Institutional Funds

 

2018 Qualified Interest Income (QII) Dividend Report

A list of qualified interest income and short-term capital gains percentages for the Northern and Northern Institutional Money Market Funds

2017 Tax Information

Fund and tax information to help you during the 2017 tax season

 

2017 Tax Facts

Provides specific information on your Northern Funds investment income and capital gain distributions for 2017

 

2017 Qualified Interest Income (QII) Dividend Report

A list of qualified interest income and short-term capital gains percentages for the Northern and Northern Institutional Money Market Funds

 

2017 Global Real Estate Index Fund and Multi-Manager Global Real Estate Fund Tax Facts

Provides specific information on, Northern Global Real Estate Index Fund and Northern Multi-Manager Global Real Estate Fund, income and capital gain distributions for 2017

 

2017 Capital Gain Distributions

2017 capital gain distribution for Northern Funds and Northern Institutional Funds

2016 Tax Information

Fund and tax information to help you during the 2016 tax season

 

2016 Global Real Estate Tax Facts

Provides specific information on your Northern Funds investment income and capital gain distributions for 2016

 

2016 Tax Facts

Provides specific information on your Northern Funds investment income and capital gain distributions for 2016

 

2016 Qualified Interest Income (QII) Dividend Report

A list of qualified interest income and short-term capital gains percentages for the Northern and Northern Institutional Money Market Funds

 

2016 Capital Gain Distributions

2016 capital gain distributions for Northern Funds

 

Northern Short Bond Fund Payment of Monthly Distribution — March 2016

2015 Tax Information

Fund and tax information to help you during the 2015 tax season

 

2015 Tax Facts

Provides specific information on your Northern Funds investment income and capital gain distributions for 2015

 

2015 Tax Guide

Helps guide you through your Northern Funds tax forms and other important instructions related to your 2015 tax filings  

 

2015 Capital Gain Distributions

2015 capital gain distributions for Northern Funds  

 

2015 Qualified Interest Income (QII) Dividend Report

A list of qualified interest income and short-term capital gains percentages for the Northern and Northern Institutional Money Market Funds

 

2015 Global Real Estate Index Fund and Multi-Manager Global Real Estate Fund Tax Facts

Provides specific information on, Northern Global Real Estate Index Fund and Northern Multi-Manager Global Real Estate Fund, income and capital gain distributions for 2015

 

Northern Multi-Manager Emerging Markets Debt Opportunity Fund Payment of Quarterly Distribution — June 2015

 

Northern Global Real Estate Index Payment of Quarterly Distribution — September 2015

2014 Tax Information

Fund and tax information to help you during the 2014 tax season

 

2014 Tax Facts

Provides specific information on your Northern Funds investment income and capital gain distributions for 2014

 

2014 Global Real Estate Index Fund and Multi-Manager Global Real Estate Fund Tax Facts

Provides specific information on, Northern Global Real Estate Index Fund and Northern Multi-Manager Global Real Estate Fund, income and capital gain distributions for 2014

 

2014 Tax Guide

Helps guide you through your Northern Funds tax forms and other important instructions related to your 2014 tax filings  

 

2014 Capital Gain Distributions

2014 final capital gain distributions for Northern Funds  

2013 Tax Information

Fund and tax information to help you during the 2013 tax season

 

2013 Tax Facts

Provides specific information on your Northern Funds investment income and capital gain distributions for 2013  

 

2013 Tax Guide

Helps guide you through your Northern Funds tax forms and other important instructions related to your 2013 tax filings  

 

2013 Capital Gain Distributions

2013 final capital gain distributions for Northern Funds

 

2013 Global Real Estate Index Fund and Multi-Manager Global Real Estate Fund Tax Facts

Provides specific information on, Northern Global Real Estate Index Fund and Northern Multi-Manager Global Real Estate Fund, income and capital gain distributions for 2013

2012 Tax Information

Fund and tax information to help you during the 2012 tax season

 

2012 Tax Facts

Provides specific information on your Northern Funds investment income and capital gain distributions for 2012  

 

2012 Tax Guide

Helps guide you through your Northern Funds tax forms and other important instructions related to your 2012 tax filings  

 

2012 Capital Gain Distributions

2012 final capital gain distributions for Northern Funds

 

2012 Global Real Estate Index Fund and Multi-Manager Global Real Estate Fund Tax Facts

Provides specific information on, Northern Global Real Estate Index Fund and Northern Multi-Manager Global Real Estate Fund, income and capital gain distributions for 2012

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Shares of the Northern Funds are offered only by a current Prospectus and are intended solely for persons to whom shares of US registered funds may be sold. This site shall not constitute an offer to sell or the solicitation of an offer to buy nor shall there be any sale of shares of the Northern Funds in any jurisdiction in which such offer, solicitation or sale would be unlawful.

 

Please carefully read the summary prospectus or prospectus and carefully consider the investment objectives, risks, charges and expenses of Northern Funds before investing. Call 800-595-9111 to obtain a summary prospectus or prospectus. The summary prospectus and prospectus contain this and other information about the Funds.

 

An investment in Northern Funds involves risks, including possible loss of principal.

Not FDIC insured | May lose value | No bank guarantee

 

©2024 Northern Funds | Northern Funds are distributed by Northern Funds Distributors, LLC, not affiliated with Northern Trust.