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Tax FAQ

For additional information on tax forms, please visit the Tax Forms section of our website or visit the Internal Revenue Service website at www.irs.gov. 

When a Fund’s profits from sales are greater than losses, they accumulate and contribute to the rise of the Fund’s Net Asset Value (NAV)? Each year the fund will pay out any net profit to investors, the NAV will be reduced by the amount of the distribution on ex-date.

Cost basis information is not available under all circumstances. (Learn more about cost basis and how it's calculated by going to the cost basis tab.)

Please refer to the Mutual Fund Tax Form Table for the mailing dates for each form and the circumstances under which it is issued. If you haven't received a form, consider these questions: Do you qualify to receive a copy of the form based on the conditions described for issuance? Have you allowed sufficient mailing time?

If your answer to both questions is yes, please follow these instructions to view or obtain a duplicate copy of a form »

If you are registered for online access to your Hartford Funds account, you can use Turbo Tax to import tax information electronically to your federal income tax return for forms 1099-DIV, 1099-R and 1099-B. However, this feature is not currently available for Quicken.

To register for online access to your Hartford Funds account, click here ››

We can accept IRA contributions for 2024 until the tax filing deadline. If you are making a contribution by mail, the postmark must be by midnight on April 15, 2025. If you are making a contribution online, your transaction must be accepted by our system by 4:00pm ET on April 15, 2025.

IRS Form 1040 includes a refund section that lets the IRS and Hartford Funds know into which specific account you want your refund deposited.

  • 35b–Routing number: This line designates which financial institution is to receive your check. Hartford Fund's routing number is 011000028. 
  • 35c–Type: This line designates to which type of account your refund should be deposited. Because there is no "mutual fund" option on the form, please mark "Checking."
  • 35d–Account Number: All account numbers must begin with a prefix HTF. Next, please write in your fund number (you can find this on your account statement, along with your account number). Finally, fill in your account number, preceded by as many zeros as necessary to fill all 17 boxes. Example HTF01230000123456
Form 1040

Here are a few tips to help ensure that your direct deposit is completed smoothly:

  • Please print clearly. If the information is illegible or incorrect, the deposit will be returned to the IRS, which will then issue a check to the address on the front of your Form 1040.
  • Deposits cannot be accepted into employer sponsored retirement accounts.
  • Hartford Funds will send a confirmation statement that you should receive in five to ten business days of receiving your deposit.
  • Deposits cannot be accepted into 529 college savings accounts.

Hartford Funds will not be liable if the IRS does not deposit your refund in accordance with your wishes.

Federal law generally requires us to withhold a percentage of any distribution, redemption or exchange, if we do no have your correct and certified Social Security or Taxpayer Identification Number or if the IRS has instructed us to do so. If you believe your withholding was incorrect, please contact us at 888-843-7824.

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