Foreign Qualified Dividend Income Worksheet

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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

Visit myretirement.americanfunds.com

Foreign Qualified Dividend Income Worksheet

2020 Worksheet instructions

For each fund and share class owned, enter the Total Ordinary Dividends reported in Box 1a of Form 1099-DIV next to the fund’s name in the worksheet.

Note: You must subtract from the amount shown in Box 1a any dividends you received on shares for which you did not meet the 61-day holding period requirement for Qualified Dividend Income. Learn more about qualified dividends and the 61-day holding period requirement.

What you will need

  • Your Total Ordinary Dividends (Box 1a) on Form 1099-DIV
  • IRS Form 1116 — call (800) 829-3676 to order or download from the Forms & Publications section at irs.gov

To determine your individual tax situation, please consult your tax advisor.