Mutual funds

Mutual fund tax information for shareholders

To service an existing account, call 1-800-848-0920

To purchase Nationwide funds, call 1-877-245-0761 to talk to a specialist, or speak with your financial professional.

Are you a financial professional or institutional investor?

Learn more about offering Nationwide mutual funds as a financial professional, contact a Nationwide wholesaler at 1‑877‑877‑5083, or visit our site for institutional investors.

Important year end information for shareholders

Nationwide^® Mutual Funds Annual Capital Gains Estimates and/or Distributions (PDF)
View each fund's dividends and capital gains estimates and/or distributions. Learn more about dividends and capital gains.
Income from U.S. government securities (PDF)
See how ordinary income dividends may be exempt from state taxation.
Tax guide (PDF)
Read our guide to understand the tax forms you have received or will receive later this year.
Foreign source income (PDF)
Learn how to calculate foreign source income.

Form 8937: Report of organizational actions affecting the cost basis of securities

See the impact of certain fund organizational changes on cost basis numbers.

2025 Cost Basis of Securities

Nationwide Destination 2025 Fund - Form 8937 (PDF)
Nationwide Bond Fund - Form 8937 (PDF)

2023 cost basis of securities

Nationwide GQG US Quality Equity Fund - Form 8937 (PDF)

2020 cost basis of securities

Nationwide Destination Retirement Fund - January Form 8937 (PDF)
Nationwide Destination Retirement Fund - June Form 8937 (PDF)
NW Destination 2025 Fund - 2020 Form 8937 (PDF)
NW Destination 2030 Fund - 2020 Form 8937 (PDF)
NW Destination 2035 Fund - 2020 Form 8937 (PDF)
NW Destination 2040 Fund - 2020 Form 8937 (PDF)
NW Destination 2045 Fund - 2020 Form 8937 (PDF)
NW Destination 2050 Fund - 2020 Form 8937 (PDF)
NW Destination 2055 Fund - 2020 Form 8937 (PDF)
NW Destination 2060 Fund - 2020 Form 8937 (PDF)
NW Destination 2065 Fund - 2020 Form 8937 (PDF)
NW Emerging Markets Debt Fund - 2020 Form 8937 (PDF)
NW ID Aggressive Fund - 2020 Form 8937 (PDF)
NW ID Conservative Fund - 2020 Form 8937 (PDF)
NW ID Moderate Fund - 2020 Form 8937 (PDF)
NW ID Moderately Aggressive Fund - 2020 Form 8937 (PDF)
NW ID Moderately Conservative Fund - 2020 Form 8937 (PDF)

2019 cost basis of securities

Nationwide Dynamic U.S. Growth Fund - Form 8937 (PDF)

2017 cost basis of securities

2016 cost basis of securities

2015 cost basis of securities

2014 cost basis of securities

Nationwide HighMark Short Term Bond Fund – 2014 Form 8937 (PDF)

2013 cost basis of securities

2012 cost basis of securities

Ready to get started? To purchase Nationwide funds, call 1-877-245-0761 to talk to a specialist, or speak with your financial professional.

To service an existing account, call 1-800-848-0920.

This information should not be considered tax advice. Please consult your tax professional if you have questions about how these distributions could impact your personal tax situation.