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INSTITUTIONS
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RETIREMENT PLAN INVESTOR
Use your plan ID (available on your account statement) to determine which employer-sponsored retirement plan website to use:
IF YOUR PLAN ID BEGINS WITH IRK, BRK, 1 OR 2
Visit americanfunds.com/retire
IF YOUR PLAN ID BEGINS WITH 34 OR 135
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Tax Center
Find everything you need for annual tax filing, including tax forms, worksheets, guides and FAQs.
Log into your account to get your tax forms
| IRS FORM | ONLINE BY | MAILED BY* |
| 1099-DIV | Late January | February 1, 2021 |
| 1099-B | Late January | February 1, 2021 |
| 1099-R | Mid-January | February 1, 2021 |
| 1099-Q | Mid-January | February 1, 2021 |
| 1099-QA | Not available | February 1, 2021 |
| 592-B | Mid-January | February 1, 2021 |
| 1042-S | Mid-March | March 15, 2021 |
| 5498-QA | Not available | March 15, 2021 |
| 5498-ESA | Late April | April 30, 2021 |
| 5498 | Late May | May 31, 2021 |
*If the mailing deadline falls on a weekend or holiday, the deadline is the next business day.
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2020 Year-end distributions
Learn which funds are paying capital gain distributions, qualified dividends and income dividends classified as return of capital.
Capital gains, qualified dividends and return of capital FAQ
Find answers to common questions about capital gains and dividends.
Cost basis reporting and FAQ
Learn about IRS regulations on cost basis and capital gains.
Interactive worksheets
Use these worksheets to calculate state tax exclusions, foreign tax credits and other deductions.
State tax exclusion for U.S. government income
See which states and jurisdictions allow exclusions. You’ll also find a worksheet with U.S. government factors by fund.
Federally tax-exempt income dividends
Your guide to special state income tax considerations, including AMT and state tax exemptions.
Section 199A dividends
Review this quick guide on Section 199A dividends.
Foreign tax information
Get an overview of foreign tax distributions and worksheets for funds that distributed foreign income and foreign qualified dividend income.
Additional information for corporate shareholders
Things you may need to know when preparing your taxes if you are a corporate shareholder.
H&R Block®
Follow these steps to import your tax information into H&R Block.
Turbo Tax®
Follow these steps to import your tax information into Turbo Tax.
FAQ on how the CARES Act may affect you
Learn how the CARES Act may affect you, especially those scheduled to take an RMD this year or eligible to take a coronavirus-related distribution from an IRA.
SECURE Act FAQ
See how the 2020 SECURE Act may affect your investments.
Tax forms FAQ
Find out which forms you’ll receive for your account and get answers to other tax-reporting questions.
Maximize your IRA contributions
See how to maximize your traditional or Roth IRA contributions using the American Funds website.
Important tax deadlines
Quickly find federal tax deadlines and tax form mailing dates.
Invest your tax refund
Learn how to have your refund deposited to your traditional IRA, Roth IRA, SEP IRA or non-retirement account.
Form 8937: Report of Organizational Actions
Learn which funds had activity, such as a return of capital, that affected the fund’s basis.
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.
Use of this website is intended for U.S. residents only.