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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

Visit myretirement.americanfunds.com

SERVICE & SUPPORT

Tax Center

Find everything you need for annual tax filing, including tax forms, worksheets, guides and FAQs.

Log in to your account to get your tax forms


Tax form schedule

See when your tax forms will be available

IRS FORM ONLINE BY MAILED BY*
1099-DIV Late January January 31, 2022
1099-B Late January January 31, 2022
1099-R Mid-January January 31, 2022
1099-Q Mid-January January 31, 2022
1099-QA Not available January 31, 2022
592-B Mid-January January 31, 2022
1042-S Mid-March March 15, 2022
5498-QA Not available March 15, 2022
5498-ESA Late April May 2, 2022
5498  Late May May 31, 2022

*If the mailing deadline falls on a weekend or holiday, the deadline is the next business day.
Per guidance from the U.S. Postal Service, investors may experience delays in the delivery of first class mail. 

Get tax forms faster with paperless delivery

Next year get your forms up to three weeks sooner than you would by mail.

2021 Year-end distributions

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

Tax center FAQs

Find answers to common questions about capital gain distributions, cost basis and capital gain reporting, which tax forms you'll receive for your account and other tax-reporting topics. 

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.

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.

American Funds Distributors, Inc., member FINRA.

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.