Foreign income worksheet

2023 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.

What you will need

  • Individuals: Your Form 1099-DIV
  • Corporations: Your American Funds year-end statement (See Additional Information for Corporate Shareholders.)
  • IRS Form 1116 or IRS Form 1118 (if a corporation) — 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.