CLIENT ACCOUNT SUPPORT

Tax Center

Find information that can help your clients with their annual tax filing, including tax forms, worksheets, guides and FAQ.

Tax resources

Tax deadlines

Quickly find federal tax deadlines.

Go to deadlines

Tax form schedule

Find out when clients’ tax forms will be available.

See schedule

Fund distributions

See which funds are paying capital gain distributions, qualified dividends and income dividends classified as a return of capital.

View 2023 year-end distributions

View 2023 midyear capital gain distributions

529 state tax guide

Review this guide for potential state tax and matching benefits for your 529 clients.

Download guide

IRA state tax withholding

Use this document for basic guidance for state income tax withholding on distributions from IRAs and qualified retirement plans.

Download form

Federal tax rates

Use this table to determine your clients’ federal income and withholding tax rates based on their tax-filing status.

See rates

Tax Center FAQ

Find answers to common questions about capital gain distributions, cost basis and capital gain reporting, tax forms and other tax-reporting topics.

Get answers

Top tax-time tasks

Download client tax forms 

Click Statements & Tax Forms in the client’s account. Select the tax year and click the applicable tax form. Print or save it to your computer.

Log in to Client Accounts

Estimate cost basis

Use the hypothetical cost basis calculator located in the client’s account. Click Profile & Settings. Under Cost Basis, click Estimate Gain/Loss.

Log in to Client Accounts

Maximize IRA contributions

Review contribution limits, deadlines and the steps to make contributions online.

Learn more

Direct deposit tax refunds

Learn how clients can have their tax refund deposited into their American Funds account.

Learn more

Access tax worksheets

Use our interactive worksheets to help clients determine possible tax exclusions, deductions and credits.

Go to worksheets

Import tax information to file online

Help clients import their tax information to TurboTax® or H&R Block®.

See how

Help clients with gifts

Learn how clients can gift shares and review the tax implications and current-year gift tax exclusion limits.

Learn more

Year-end resources

IRA reports

Reports are available for your clients’ beneficiary designations, contributions and required minimum distributions (RMDs).

Order report

RMD Planner™️

Use this interactive tool to project and calculate RMDs to help determine the best option for your client.

Go to planner

Year-end meeting resources

Prepare for year-end meetings with clients by using these reports, checklists and more.

Access resources

IRA conversions and recharacterizations

Review the guidelines and tax considerations for converting a traditional IRA to a Roth IRA or recharacterizing an IRA contribution.

Learn more

Related Internal Revenue Service (IRS) publications

Publication 590-A, Contributions to IRAs

This publication discusses IRA contribution limits, deadlines and more.

 

Publication 590-B, Distributions from IRAs

This publication discusses distributions from IRAs and the potential tax implications to your client.

Publication 560, Retirement Plans for Small Business

This publication discusses retirement plans clients can set up and maintain for themselves and their employees.

Publication 970, Tax Benefits for Education

This publication explains the tax benefits that may be available to your client if they are saving for or paying education expenses.

 

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 material does not constitute legal or tax advice. Investors should consult with their legal or tax advisors.

All Capital Group trademarks mentioned are owned by The Capital Group Companies, Inc., an affiliated company or fund. All other company and product names mentioned are the property of their respective companies.

Use of this website is intended for U.S. residents only. Use of this website and materials is also subject to approval by your home office.

American Funds Distributors, Inc.

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.