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Wer bist du ?
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INSTITUTIONS
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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
Each year, we send you tax forms based on the type of account you own and the activity that took place in your account throughout the year.
To help protect your information, the first five digits of your Social Security number or tax identification number will be concealed on all of your tax forms.
Here are some common tax documents that you may receive from us.
This statement is sent in early January to all American Funds account owners whose accounts were still open after September 30. It contains all activity for the tax year, including:
Note: For tax purposes, you should keep your year-end statements for at least six calendar years after the final sale of your fund shares.
This form is sent to most non-retirement/non-education account owners who received a taxable dividend, exempt-interest dividend or capital gain distribution. The form includes:
Online By: Late January
Mailed By: January 31, 2023
Reports distributions from ABLEAmerica accounts, including the following:
Online By: Not available
Mailed By: January 31, 2023
This form is sent to most non-retirement/non-education account owners who sold or exchanged shares of American Funds (other than American Funds U.S. Government Money Market Fund). The form includes information on all sales and exchanges of shares, including the:
Online By: Late January
Mailed By: January 31, 2023
This form is sent to owners of traditional, Roth, SEP and SIMPLE IRAs and other retirement accounts who received distributions from their accounts.
Online By: Mid-January
Mailed By: January 31, 2023
This form is sent to owners of CollegeAmerica and Coverdell ESA accounts who received distributions from their accounts. The form includes information on:
Online By: Mid-January
Mailed By: January 31, 2023
This form is sent to California residents who had state backup withholding. The form includes information on the withholding.
Online By: Mid-January
Mailed By: January 31, 2023
This form is sent to nonresident aliens and eligible foreign entities. It reports income received by nonresident aliens or foreign entities that have valid tax documentation of foreign tax status on file with American Funds. The form includes information on:
Online By: Mid-March
Mailed By: March 15, 2023
This form is sent to Coverdell ESA beneficiaries/recipients whose accounts received a contribution or transfer.
Online By: Late April
Mailed By: May 1, 2023
This form is sent to traditional, Roth, SEP and SIMPLE IRA owners who made contributions to their accounts. The form includes information on:
Online By: Late May
Mailed By: May 31, 2023
Reports contributions, rollovers, and program to program transfers to ABLEAmerica accounts, including the following:
Online By: Not available
Mailed By: March 15, 2023
Enjoy a faster, safer way to receive your tax forms. Choose to go paperless.
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.
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.