TurboTax homepage

1. Select the Federal taxes tab.
2. Click Continue.

 

Wages & Income

1. Click I’ll choose what I work on.

 

Your 2018 Income Summary

1. Click View next to Import Summary.

 

Import Summary

1. Click Add Other Documents.

 

Let Us Enter Your Bank and Brokerage Tax Documents

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

 

Sign On to American Funds

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

 

These Documents Are Now Ready for Import

1. Uncheck any items you don’t want to include on your return.
2. Click View Details to review your tax information before importing. This information will appear in a popup window.
3. 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

1. Click Done.

 

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

Repeat the import steps referenced above.

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

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. 

To ensure you file your 2018 tax returns properly, only use the 2018 versions of TurboTax or TurboTax Online.

For technical support, please visit TurboTax’s website.

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