Tax Forms

Investor Account Help: Online Questions

How Do I Receive Tax Forms?

Year-end tax forms are typically mailed by January 31. You may access electronic copies of tax forms in your account online. Log in, hover your mouse over the “Statements & History” tab and click “Statements.” Click the “Tax Forms” button to view a list of your available tax forms that can be downloaded in a PDF format.

See the mailing schedule for the IRS tax forms and other account information you can expect to receive from Homestead Funds. Copies of tax forms and statements are also available online when you login to your account.

Go to Simplifying Tax Time for Investors for more information.