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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.
Federally Tax-Exempt Income Dividends
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 Portfolio℠
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®
State Tax Exclusions for U.S. Government Income
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 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 Emerging Markets Bond Fund®
American Funds Global Balanced Fund℠
American Funds Global Growth Portfolio℠
American Funds Global Insight Fund℠
American Funds Growth and Income Portfolio℠
American Funds Growth Portfolio℠
American Funds Inflation Linked Bond Fund®
American Funds International Vantage Fund℠
American Funds Moderate Growth and Income PortfolioSM
American Funds Mortgage Fund®
American Funds Preservation Portfolio℠
American Funds Retirement Income Portfolio — Conservative℠
American Funds Retirement Income Portfolio — Enhanced℠
American Funds Retirement Income Portfolio — Moderate℠
American Funds Strategic Bond Fund℠
American Funds Tax-Aware Conservative Growth and Income PortfolioSM*
American Funds U.S. Government Money Market Fund℠
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 Fund℠
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 Fund℠
Corporate Dividends Received Deduction
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 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 Fund℠
American Funds Global Balanced Fund℠
American Funds Global Growth Portfolio℠
American Funds Global Insight Fund℠
American Funds Growth and Income Portfolio℠
American Funds Growth Portfolio℠
American Funds Moderate Growth and Income PortfolioSM
American Funds Preservation Portfolio℠
American Funds Retirement Income Portfolio — Conservative℠
American Funds Retirement Income Portfolio — Enhanced℠
American Funds Retirement Income Portfolio — Moderate℠
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 Fund℠
Foreign Income and Foreign Qualified Dividend Income
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 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 Fund℠
American Funds Emerging Markets Bond Fund℠
American Funds Global Balanced Fund℠
American Funds Global Growth Portfolio℠
American Funds Global Insight Fund℠
American Funds Growth and Income Portfolio℠
American Funds Growth Portfolio℠
American Funds International Vantage Fund℠
American Funds Moderate Growth and Income PortfolioSM
American Funds Retirement Income Portfolio —Conservative℠
American Funds Retirement Income Portfolio —Enhanced℠
American Funds Retirement Income Portfolio —Moderate℠
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®
* American Funds Tax-Advantaged Growth and Income Portfolio has been renamed, effective 1/1/20, to American Funds Tax-Aware Conservative Growth and Income Portfolio.
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.