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Wer bist du ?

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Qui êtes vous ?

Sélectionnez un autre emplacement

Qui êtes vous ?

Sélectionnez un autre emplacement

Wer bist du ?

Wählen Sie einen anderen Ort

Wer bist du ?

Wählen Sie einen anderen Ort

Qui êtes vous ?

Sélectionnez un autre emplacement

Wer bist du ?

Wählen Sie einen anderen Ort

Qui êtes vous ?

Sélectionnez un autre emplacement

Who are you ?

Select another location

Who are you ?

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

Interactive worksheets

Use our interactive worksheets to figure out how much of the dividend income distributed by funds you own may be subject to federal and state income taxes.

Calculate how much of a fund’s federally tax-exempt income dividends can be excluded from your state taxable income.



Use this worksheet if you own:

American Funds Short-Term Tax-Exempt Bond Fund®

American Funds Tax-Aware Conservative Growth and Income PortfolioSM

American Funds Tax-Exempt Fund of New York®

American Funds Tax-Exempt Preservation PortfolioSM

American High-Income Municipal Bond Fund®

Limited Term Tax-Exempt Bond Fund of America®

The Tax-Exempt Bond Fund of America®

The Tax-Exempt Fund of California®

Calculate how much of a fund’s dividends that are derived from interest on certain U.S. government obligations can be excluded from your state taxable income.



Use this worksheet if you own:

AMCAP Fund®

American Balanced Fund®

American Funds 2065 Target Date Retirement FundSM

American Funds 2060 Target Date Retirement Fund®

American Funds 2055 Target Date Retirement Fund®

American Funds 2050 Target Date Retirement Fund®

American Funds 2045 Target Date Retirement Fund®

American Funds 2040 Target Date Retirement Fund®

American Funds 2035 Target Date Retirement Fund®

American Funds 2030 Target Date Retirement Fund®

American Funds 2025 Target Date Retirement Fund®

American Funds 2020 Target Date Retirement Fund®

American Funds 2015 Target Date Retirement Fund®

American Funds 2010 Target Date Retirement Fund®

American Funds Conservative Growth and Income PortfolioSM

American Funds Developing World Growth and Income FundSM

American Funds Corporate Bond Fund®

American Funds Emerging Markets Bond Fund®

American Funds Global Balanced FundSM

American Funds Global Growth PortfolioSM

American Funds Global Insight FundSM

American Funds Growth and Income PortfolioSM

American Funds Growth PortfolioSM

American Funds Inflation Linked Bond Fund®

American Funds International Vantage FundSM

American Funds Moderate Growth and Income PortfolioSM

American Funds Mortgage Fund®

American Funds Multi-Sector Income FundSM

American Funds Preservation PortfolioSM

American Funds Retirement Income Portfolio — ConservativeSM

American Funds Retirement Income Portfolio — EnhancedSM

American Funds Retirement Income Portfolio — ModerateSM

American Funds Strategic Bond FundSM

American Funds Tax-Aware Conservative Growth and Income PortfolioSM

American Funds U.S. Government Money Market FundSM

American High-Income Trust®

American Mutual Fund®

The Bond Fund of America®

Capital Income Builder®

Capital World Bond Fund®

Capital World Growth and Income Fund®

EuroPacific Growth Fund®

Fundamental Investors®

The Growth Fund of America®

The Income Fund of America®

Intermediate Bond Fund of America®

International Growth and Income FundSM

The Investment Company of America®

The New Economy Fund®

New Perspective Fund®

New World Fund®

Short-Term Bond Fund of America®

U.S. Government Securities Fund®

Washington Mutual Investors FundSM

Determine which portion of a fund’s total dividends is eligible for the Corporate Dividends Received Deduction (DRD).



Use this worksheet if you own:

AMCAP Fund®

American Balanced Fund®

American Funds 2065 Target Date Retirement FundSM

American Funds 2060 Target Date Retirement Fund®

American Funds 2055 Target Date Retirement Fund®

American Funds 2050 Target Date Retirement Fund®

American Funds 2045 Target Date Retirement Fund®

American Funds 2040 Target Date Retirement Fund®

American Funds 2035 Target Date Retirement Fund®

American Funds 2030 Target Date Retirement Fund®

American Funds 2025 Target Date Retirement Fund®

American Funds 2020 Target Date Retirement Fund®

American Funds 2015 Target Date Retirement Fund®

American Funds 2010 Target Date Retirement Fund®

American Funds Conservative Growth and Income PortfolioSM

American Funds Corporate Bond Fund®

American Funds Developing World Growth and Income FundSM

American Funds Global Balanced FundSM

American Funds Global Growth PortfolioSM

American Funds Global Insight FundSM

American Funds Growth and Income PortfolioSM

American Funds Growth PortfolioSM

American Funds Moderate Growth and Income PortfolioSM

American Funds Preservation PortfolioSM

American Funds Retirement Income Portfolio — ConservativeSM

American Funds Retirement Income Portfolio — EnhancedSM

American Funds Retirement Income Portfolio — ModerateSM

American Funds Tax-Aware Conservative Growth and Income PortfolioSM

American High-Income Trust®

American Mutual Fund®

The Bond Fund of America®

Capital Income Builder®

Capital World Bond Fund®

Capital World Growth and Income Fund®

EuroPacific Growth Fund®

Fundamental Investors®

The Growth Fund of America®

The Income Fund of America®

Intermediate Bond Fund of America®

International Growth and Income FundSM

The Investment Company of America®

The New Economy Fund®

New Perspective Fund®

New World Fund®

Washington Mutual Investors FundSM

Determine which portion of a fund's total dividends is treated as business interest income for purposes of IRC Section 163(j).



Use this worksheet if you own:

American Balanced Fund®

American Funds Corporate Bond Fund®

American Funds Developing World Growth and Income FundSM

American Funds Emerging Markets Bond Fund®

American Funds Global Balanced FundSM

American Funds Global Insight FundSM

American Funds Inflation Linked Bond Fund®

American Funds International Vantage FundSM

American Funds Mortgage Fund®

American Funds Multi-Sector Income FundSM

American Funds Strategic Bond FundSM

American Funds U.S. Government Money Market FundSM

American High-Income Trust®

American Mutual Fund®

Capital Income Builder®

Capital World Bond Fund®

Capital World Growth and Income Fund®

EuroPacific Growth Fund®

Fundamental Investors®

Intermediate Bond Fund of America®

New World Fund®

Short-Term Bond Fund of America®

The Bond Fund of America®

The Income Fund of America®

The Investment Company of America®

U.S. Government Securities Fund®

Washington Mutual Investors FundSM

Determine if you can claim a foreign tax credit for foreign taxes distributed by a fund on earnings from investments outside the United States. 




Use this worksheet if you own:

American Funds 2065 Target Date Retirement FundSM

American Funds 2060 Target Date Retirement Fund®

American Funds 2055 Target Date Retirement Fund®

American Funds 2050 Target Date Retirement Fund®

American Funds 2045 Target Date Retirement Fund®

American Funds 2040 Target Date Retirement Fund®

American Funds 2035 Target Date Retirement Fund®

American Funds 2030 Target Date Retirement Fund®

American Funds 2025 Target Date Retirement Fund®

American Funds 2020 Target Date Retirement Fund®

American Funds 2015 Target Date Retirement Fund®

American Funds 2010 Target Date Retirement Fund®

American Funds Developing World Growth and Income FundSM

American Funds Emerging Markets Bond FundSM

American Funds Global Balanced FundSM

American Funds Global Growth PortfolioSM

American Funds Global Insight FundSM

American Funds Growth and Income PortfolioSM

American Funds Growth PortfolioSM

American Funds International Vantage FundSM

American Funds Moderate Growth and Income PortfolioSM

American Funds Retirement Income Portfolio —ConservativeSM

American Funds Retirement Income Portfolio —EnhancedSM

American Funds Retirement Income Portfolio —ModerateSM

American Funds Tax-Aware Conservative Growth and Income PortfolioSM

Capital World Bond Fund®

Capital World Growth and Income Fund®

EuroPacific Growth Fund®

International Growth and Income Fund℠

New World Fund®

SMALLCAP World Fund®

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.