Foreign qualified dividend income worksheet

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

2024 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.

American Funds
 Total ordinary dividends
American Funds® 2070 Target Date Retirement Fund
$
American Funds® 2065 Target Date Retirement 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 Portfolio
$
American Funds® Developing World Growth and Income Fund
$
American Funds Emerging Markets Bond 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 Portfolio
$
American Funds® Retirement Income Portfolio — Enhanced
$
American Funds® Retirement Income Portfolio — Moderate
$
American Funds® Tax-Aware Conservative Growth and Income Portfolio
$
Capital World Bond Fund®
$
Capital World Growth and Income Fund®
$
EUPAC Fund™
$
International Growth and Income Fund
$
New World Fund®
$
SMALLCAP World Fund®
$
Capital Group exchange-traded funds
Total ordinary dividends
CGGO — Capital Group Global Growth Equity ETF
$
CGIE — Capital Group International Equity ETF
$
CGXU — Capital Group International Focus Equity ETF
$

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