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Tax FAQ

What is My Cost Basis?
Can you provide a copy of my tax form?
Can I transfer my mutual fund tax information using Turbo Tax® or Quicken?
By when do I need to make my IRA contribution?
Why does my NAV drop at the Ex-Date?

Form 1099-DIV Frequently Asked Questions

I received a small dividend but did not receive a copy of Form 1099-DIV. Why not?
If I reinvest my distributions back into my account, will I receive a Form 1099-DIV?
According to Form 1099-DIV, federal income tax was withheld from my fund's distribution. Why?
Is Form 1099-DIV issued on my tax-free funds?
What are the qualified dividends by state?

Form 1099-B Frequently Asked Questions

I exchanged shares from one Hartford Mutual Fund to another. I didn't receive a check for the proceeds, so why did I receive Form 1099-B for the fund I exchanged from?
What is the cost basis information reported on my Form 1099-B?
What is the gain (loss) information reported on my Form 1099-B?
I sold a small amount of shares, but I didn't receive a 1099-B for the sale. Why not?

Form 1099-R Frequently Asked Questions

If I take an IRA distribution and return the money within the 60-day deadline to avoid owing taxes, will I still get a Form 1099-R?
If I moved to another state during the year, will I receive multiple 1099-R forms?
Can you change the distribution code on my 1099-R? It is showing as a premature distribution, but I used this redemption for qualified expenses (first-time home buyer, etc.).

Form 1099-Q Frequently Asked Questions

How do I calculate earnings and cost basis for my Coverdell ESA?

Form 5498 Frequently Asked Questions

I completed an IRA rollover early this year from a distribution taken last year. Why doesn't my Form 5498 reflect this rollover?
I made a 2019 SEP or SIMPLE contribution in 2020, yet it is not on my Form 5498. Why?
Why haven't I received my Form 5498 yet showing my contribution?
How do I report my contributions for the year if I haven’t received Form 5498?
How do I receive a return of excess contributions to my IRA, Roth IRA or Coverdell account?

Form 5498-ESA Frequently Asked Questions

Are contributions to a Coverdell ESA tax deductible?

 

 

221922

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Investing involves risk, including the possible loss of principal. Investors should carefully consider a fund's investment objectives, risks, charges and expenses. This and other important information is contained in the mutual fund, ETF or closed-end interval fund prospectus or summary prospectus, which can be obtained from a financial professional and should be read carefully before investing.

Mutual funds and the closed-end interval fund are distributed by Hartford Funds Distributors, LLC (HFD), Member FINRA/SIPC. Exchange-traded products are distributed by ALPS Distributors, Inc. (ALPS). Advisory services may be provided by Hartford Funds Management Company, LLC (HFMC) or its wholly owned subsidiary, Lattice Strategies LLC (Lattice). Certain funds are sub-advised by Wellington Management Company LLP and/or Schroder Investment Management North America Inc. Schroder Investment Management North America Ltd. serves as a secondary sub-adviser to certain funds. Hartford Funds refers to Hartford Funds Management Group, Inc. and its subsidiaries, including HFD, HFMC, and Lattice, which are not affiliated with any sub-adviser or ALPS. The funds and other products referred to on this Site may be offered and sold only to persons in the United States and its territories.

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