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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, 2 OR 754
Visit americanfunds.com/retire
IF YOUR PLAN ID BEGINS WITH 34 OR 135
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How to import your tax information
Learn more about importing your tax information to TurboTax® or H&R Block®.
TurboTax
TurboTax homepage
1 Select the Federal taxes tab.
2 Click Continue.
Wages & Income
1 Click I’ll choose what I work on.
Your 2021 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.
• The fund number
• A dash or comma
• The account number
Example 01-12345678 or 01,12345678
2 Enter your capitalgroup.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 2021 tax returns properly, only use the 2021 versions of TurboTax or TurboTax Online.
For technical support, please visit TurboTax’s website.
You can easily direct deposit your tax refund by completing tax form 8888 when you file. For additional instructions 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, 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
1 Click on Other.
2 Enter American Funds.
3 Click Next.
Import from American Funds
1 User Name — Enter your fund and account number separated by a comma. For example, 01,12345678 (no spaces).
2 Password — Enter your capitalgroup.com password.
3 Click Import.
4 On the American Funds Import Summary page, click Finish.
Imported information
1 Click Edit to review your tax information or make any changes.
2 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.
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.