How to Import Your Tax Information | Capital Group

How to Import Your Tax Information | Capital Group

Tax Center

How to Import Your Tax Information

Learn more about importing your tax information to TurboTax® or H&R Block®.

TurboTax

H&R Block

TurboTax

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How do I import my tax information into TurboTax?

TurboTax homepage

Select the Federal taxes tab.
Click Continue.

Wages & Income

Click I’ll choose what I work on.

Your 2019 Income Summary

Click View next to Import Summary.

Import Summary

Click Add Other Documents.

Let Us Enter Your Bank and Brokerage Tax Documents

Choose Import from my bank or brokerage.
Enter American Funds.
Click Continue.

Sign On to American Funds

Follow the on–screen instructions and enter your identifying information in the first box.
Enter your capitalgroup.com password in the second box.
Click Continue.

These Documents Are Now Ready for Import

Uncheck any items you don’t want to include on your return.
Click View Details to review your tax information before importing. This information will appear in a popup window.
Click Import now.

Note: If you received Form 1099-B, you'll be prompted to enter cost basis information on the Import Summary page. Learn more.

Import Summary

Click Done.

How will I know if my information was successfully imported?

You will see the Import Summary screen if your tax information successfully imported.

What if I have more fund(s) or account(s) to import?

Repeat the import steps referenced above.

What tax forms can I import into TurboTax?

You can import American Funds tax information from forms 1099-DIV, 1099-B and 1099-R.

How do I add cost basis information?

TurboTax will help you enter information about your investment sales during the import process. When available, cost basis information is included on Form 1099-B that is mailed to you in late January.

You can also view your tax forms online.

Which version of TurboTax should I use?

To ensure you file your 2019 tax returns properly, only use the 2019 versions of TurboTax or TurboTax Online.

What if I’m having difficulty using my TurboTax software?

For technical support, please visit TurboTax’s website.

How can I contact American Funds?

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

H&R Block

Follow these steps to import your tax information to H&R Block. Technical questions about H&R Block should be directed to the H&R Block website.

Overview

Go to the Federal tab.
Click Income.

Income

Click Add, and then Visit Topic on any of the items that apply to your investments:

Retirement plan income, withdrawals, and rollovers (Form 1099-R)

Dividends or capital gain distributions (Form 1099-DIV)

Sales of stocks, bonds, mutual funds and other securities (Form 1099-B)

Financial Institution

Click on Other.
Enter American Funds.
Click Next.

Import from American Funds

User Name — Enter your fund and account number separated by a comma. For example, 01,12345678 (no spaces).
Password — Enter your capitalgroup.com password.
Click Import.
On the American Funds Import Summary page, click Finish.

Imported information

Click Edit to review your tax information or make any changes.
Click Next to review any other forms that were imported for your account or continue with your tax preparation.

Repeat the steps above if you have additional tax information to import.

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.