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Account Resources & Education

Institutional Tax Center

2024 Tax Information

Fund and tax information to help you during the 2024 tax season

 

2024 Tax Facts (coming early 2025)

Provides specific information on your Northern Institutional Funds investment income and capital gain distributions for 2024.

 

2024 Capital Gain Distributions (coming early 2025)
2024 estaimted capital gain distributions for Northern Institutional Funds.

 

2024 Qualified Interest Income (QII) Dividend Report (coming early 2025)

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

 

2024 ICI Primary Reports (coming early 2025)
Provides detailed 2024 information on your Northern Institutional Funds.

 

2024 ICI Secondary Reports (coming early 2025)
Provides detailed 2024 information on your Northern Institutional Funds.

2023 Tax Information

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

 

2023 Tax Facts

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

 

2023 Capital Gain Distributions

2023 capital gain distributions for Northern Institutional Funds and 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 Institutional Funds.

 

2023 ICI Secondary Reports

Provides detailed 2023 information on your Northern Institutional Funds.

2022 Tax Information

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

 

2022 Tax Facts

 

2022 Estimated Capital Gain Distributions

2022 estimated 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

2021 Tax Information

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

 

2021 Tax Facts

 

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

 

2020 Capital Gain Distributions

2020 capital gain distributions for Northern Funds and Northern Institutional Funds

 

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

 

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

 

2018 Capital Gain Distributions

2018 capital gain distribution for Northern Funds and Northern Institutional Funds

2017 Tax Information

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

 

2017 Tax Facts

 

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 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 Tax Facts

2015 Tax Information

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

 

2015 Tax Facts

2014 Tax Information

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

 

2014 Tax Facts

2013 Tax Information

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

2013 Tax Facts

2012 Tax Information

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

 

2012 Tax Facts

2011 Tax Information

Fund and tax information to help you during the 2011 tax season

 

2011 Tax Facts

IRS CIRCULAR 230 NOTICE: This information is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law..

 

 

What is Circular 230?

Circular 230 is the name of the publication for the Treasury Regulations governing the conduct of tax professionals practicing before the Internal Revenue Service. Under a previous version of these regulations, written communications regarding federal tax matters could have created heightened duties and liabilities unless the author notified the reader (via a prominently displayed and readily apparent notice) that he or she could not use the document to avoid penalties. However, those rules have been superseded by final Treasury Regulations issued in 2014, and the Circular 230 Notice no longer affects the duties or liabilities of tax practitioners.

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An investment in the Money Market Funds is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other governmental agency. Although the Funds seek to preserve the value of your investment at $1.00 per share, it is possible to lose money by investing in the Funds.

 

Please carefully read the summary prospectus or prospectus and carefully consider the investment objectives, risks, charges and expenses of Northern Institutional Funds before investing. Call ­800-637-1380 to obtain a summary prospectus or prospectus. The summary prospectus and prospectus contain this and other information about the Funds.

 

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