1099-DIV and 1099-B Tax Guides Are Now Streamlined | Capital Group


JANUARY 19, 2018

1099-DIV and 1099-B Tax Guides Are Now Streamlined

We've reorganized our 1099-DIV and 1099-B resources in the Tax Center to help with tax questions. There you'll find links to the same valuable information you used to see in our Tax Guide publications, including:

1099-DIV Tax Resources

  • 2017 Year-End Distributions
  • See which funds paid year-end capital gains distributions, qualified dividends or income dividends classified as return of capital.

  • FAQ
  • Learn about capital gains, qualified dividends and return of capital.

  • Interactive Worksheets
  • Calculate how much of the dividend income distributed by your clients’ funds may be subject to federal and state income taxes.

1099-B Tax Resources

  • Cost Basis Information
  • Learn about cost basis reporting and explore FAQs.

Visit the Tax Center (on the investor site).

Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value.

Investors should carefully consider investment objectives, risks, charges and expenses. This and other important information is contained in the fund prospectuses and summary prospectuses, which can be obtained from a financial professional and should be read carefully before investing. 

This content, developed by Capital Group, home of American Funds, should not be used as a primary basis for investment decisions and is not intended to serve as impartial investment or fiduciary advice.