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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

Additional information for corporate shareholders

Technical questions about TurboTax should be directed to TurboTax’s websiteCall us for help with your American Funds account. 

Some of the interactive worksheets request information is found on Form 1099-DIV. However, because corporations do not receive that form, you should refer to the American Funds Year-End Statement to find information such as income dividends, capital gain distributions and foreign tax paid, which are reported prior to any reclassifications to return of capital and exempt-interest dividends.

To determine “Ordinary dividends,” you will need to add the “Year-to-date: Dividends”, the “Short-term capital gains” amounts on the year-end statement, and add the amount of foreign interest adjustment (if any), and then subtract the amount of return of capital and exempt-interest dividends, if any (as reported below).

For investors in American Funds Emerging Markets Bond Fund®, American Funds Strategic Bond Fund and Capital World Bond Fund only:

A portion of the dividends you received (as reported under “Year-to-date: Dividends” and “Short-term capital gains” in the Activity Detail section of your year-end statement) was a return of capital. Refer to Form 8937: Report of Organization Actions for specific return of capital amounts in 2022.

Foreign interest adjustment:

The funds listed below reported a foreign interest adjustment in 2022 in accordance to IRS Notice 2016-10. To determine your foreign interest adjustment amount, apply the fund's foreign interest adjustment percentage to the sum of the "Foreign Tax Paid" transactions on your year-end statement.

Fund Name

Foreign Interest Adjustment Percentage

American Funds Developing World Growth and Income Fund

    1.14%

Capital World Growth and Income Fund

    2.41%

EuroPacific Growth Fund

    2.55%

International Growth and Income Fund

    245.24%

New World Fund

    1.70%

SMALLCAP World Fund

    1.73%

For investors in American Funds that distribute tax-exempt income:

Except for American Funds Tax Aware Conservative Growth and Income Portfolio, all the income dividends on your year-end statement represent federally tax-exempt income dividends. For American Funds Tax Aware Conservative Growth and Income Portfolio, 53.09%, 53.99%, 59.93% and 53.93% of the dividends you received in March, June, September and December 2022, respectively, were exempt-interest dividends in 2022. To calculate the dividends you received, you can add together the income dividend, foreign tax paid, and short-term capital gain transactions as reported under the "Year-to-date transaction history" section of your year-end statement.

You can view or print year-end account statements online. You’ll need your company’s account number and password.

Each corporate investor’s tax situation is unique. We strongly urge you to consult a tax advisor, the Internal Revenue Service or your state tax authority to determine how specific tax laws apply to your organization. Contact your financial professional or call us for further assistance.

Determining deductions on corporate dividends:

U.S. corporations may be able to deduct from federal taxable income a portion of the dividends received from American Funds. See more information under Corporate dividends received deduction worksheet.

Business interest income

A portion of the dividends you received from American Funds may be treated as business interest income for purposes of IRC Section 163(j). See more information under Business interest income worksheet.
 

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.

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.