Account Resources
Tax Center
Funds with Real Estate Holdings – Form 1099
Northern Funds has filed a 30-Day extension of time to furnish statements to the recipients with the Internal Revenue Service (IRS) for 2019 Forms 1099-DIV, 1099-B , 1099-R and 1099-Q for the funds listed below (the "Funds"). Certain Fund assets consist of real estate investment trusts (REITs). The Funds currently do not have complete tax distribution information for REITs, and thus the tax information for the Funds will not be available until mid-February.
| FUND NAME | CUSIP |
| Northern Engage360 Fund | 665162319 |
| Northern Global Real Estate Index | 665162541 |
| Northern Global Sustainability Index Fund | 665130308 |
| Northern Income Equity Fund | 665162202 |
| Northern Large Cap Core Fund | 665162590 |
| Northern Large Cap Value Fund | 665162632 |
| Northern Mid Cap Index Fund | 665130100 |
| Northern Multi-Manager Global Listed Infrastructure Fund | 665162384 |
| Northern Multi-Manager Global Real Estate Fund | 665162475 |
| Northern Small Cap Core Fund | 665162665 |
| Northern Small Cap Index Fund | 665162723 |
| Northern Small Cap Value Fund | 665162400 |
| Northern Stock Index Fund | 665162772 |
| Northern U.S. Quality ESG Fund | 665162327 |
Form 8937 Tax Forms
- Form 8937 NF Large Cap Equity to NF Large Cap Core
- Form 8937 NF Short Bond Fund Return of Capital
- Form 8937 NF Global Real Estate Index Fund Return of Capital
- Form 8937 NF Multi-Manager Emerging Markets Debt Opportunity Fund Return of Capital
- Form 8937 NF Large Cap Growth to NF Large Cap Core
- Form 8937 NF Tax-Advantage Ultra-Short Fixed Income Fund
Return of Capital
— NF Tax-Advantage Ultra-Short Fixed Income Fund Return of Capital
Table - Form 8937 NIF Bond to NF Fixed Income
- Form 8937 NIF Equity Index to NF Stock Index
- Form 8937 NIF Intermediate Bond to NF Fixed Income
- Form 8937 NIF International Equity Index to NF Equity Index
- Form 8937 NIF International Equity to NF International Equity
- Form 8937 NIF Large Cap Equity to NF Large Cap Equity
- Form 8937 NIF Large Cap Growth to NF Large Cap Growth
- Form 8937 NIF Small Company Index to NF Small Cap Index
- Form 8937 NIF US Government to NF Short Intermediate US Govt
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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