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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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INVESTMENT OPTIONS
MUTUAL FUND RESOURCES
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How to import your tax information
Learn more about importing your tax information to TurboTax® or H&R Block®.
TurboTax
For TurboTax Online, navigate to the tax forms section
1. Select the Federal tab
2. Select Wages & Income
3. Under Your Income, choose which tax documents to include, and click Start
4. When prompted to import forms, click Continue
5. Under Let’s Import Your Tax Info, use the search box to look for “American Funds.” Click the search result when it appears.
Let’s import your tax info
1. Log in to your American Funds account. Enter these details:
- The full American Funds fund number
- A hyphen or a comma
- The account number
Example: 01-12345678 or 01,12345678
2. Enter your online password that you use when accessing the American Funds account
3. Click Get My Form
4. Complete any verification steps
- Choose the information to import and click Continue
- Check the box next to each item to import
- Uncheck boxes that correspond to tax information you don’t want to import
5. To import from a different financial institution, click Add Investment. Otherwise, click Confirm.
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 that you file your tax return properly, use only the most current version of TurboTax or TurboTax Online.
For technical support, please visit TurboTax’s website.
You can easily direct deposit your tax refund by following the step-by-step instructions from your e-filing software provider. For additional guidance, visit Direct deposit your tax refund.
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
1. Go to the Federal tab
2. Click Income
Income
1. Click Add Income
2. Select the Form to add. Valid selections are:
- 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)
3. Click Next. If needed, click See More Income Types.
4. Click Start next to the form to import
Financial institution
1. If Capital Group-American Funds doesn’t appear, click on Other
2. In the Financial Institution field, enter Capital Group
- If you receive a prompt on “How do you want to add your 1099-DIV?” click Upload a File
- Click Next
- When Capital Group appears in the box below, click it to select it
3. Click Next
Import from American Funds
1. Fund number and account number — Enter your fund number and account number separated by a comma. For example: 01,12345678 (no spaces).
2. American Funds password — Enter your online password for your American Funds account
3. Click Import
4. On the “Capital Group-American Funds” page, review all the forms and click Finish
Imported information
1. To review or delete the form:
- If you are importing the form, click the pencil icon
- If you are deleting the form, click the X icon
2. Click Next to review any other forms that were imported for your account. When complete, click The Info is Correct.
3. Determine whether there are more forms to download:
If: |
Then: |
|---|---|
There are more forms of the same type to download |
Click Add New (Form Name) and return to Step 4 in the Navigation section |
There are more forms of a different type to download |
Return to Step 2 in the Navigation section |
All forms have been downloaded and are accurate |
Click Next |
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.