Use the information in our Tax Center to help you complete your taxes.
Log into your account from the Account Access page and select the Statements & Tax Forms tab. If this is the first time you are logging into your account, you can establish a User Name and Password by selecting Set Up Access.
Use TurboTax® or H&R Block® Tax Software to make your tax preparation easier by importing your Oakmark tax information. Importing Oakmark’s Forms 1099-DIV, 1099-B and 1099-R is generally available after January 31.
Simply start your online return, select Oakmark Funds from the list of available financial institutions, and when prompted, enter your Oakmark login information.
If you have not yet established an Oakmark User Name and Password, simply select Set up access from the Account Access page.
Have questions about your tax forms? Find answers with our Taxes and Distributions FAQs.
The guide contains the following information to assist you with your federal and state income tax returns: