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Qui êtes vous ?
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Qui êtes vous ?
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Qui êtes vous ?
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Wer bist du ?
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Who are you ?
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tu chi sei ?
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Wer bist du ?
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Who are you ?
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Qui êtes vous ?
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Who are you ?
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Quién eres tú ?
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Who are you ?
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Wer bist du ?
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Who are you ?
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Qui êtes vous ?
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Who are you ?
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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, 754, 1 OR 2
Visit americanfunds.com/retire
IF YOUR PLAN ID BEGINS WITH 34 OR 135
Learn more about importing your tax information to TurboTax® or H&R Block®.
For TurboTax Online, navigate to the tax forms section
1. Select the Federal tab
2. Select Wages & Income
3. Under Your Income, choose which tax documents to include, and click Start
4. When prompted to import forms, click Continue
5. Under Let’s Import Your Tax Info, use the search box to look for “American Funds.” Click the search result when it appears.
Let’s import your tax info
1. Log in to your American Funds account. Enter the full American Funds fund number and account number separated by a hyphen or a comma. For example: 01-12345678 or 01,12345678 (no spaces).
2. Enter your online password that you use when accessing the American Funds account
3. Click Get My Form
4. Complete any verification steps:
5. To import from a different financial institution, click Add Investment. Otherwise, click Confirm.
You will see the “Import Summary” screen if your tax information successfully imported.
Repeat the import steps referenced above.
You can import American Funds tax information from forms 1099-DIV, 1099-B and 1099-R.
TurboTax will help you enter information about your investment sales during the import process. When available, cost basis information is included on Form 1099-B, which is mailed to you in late January.
You can also view your tax forms online.
To ensure that you file your tax return properly, use only the most current version of TurboTax Online.
For technical support, please visit TurboTax’s website.
You can easily direct deposit your tax refund by following the step-by-step instructions from your e-filing software provider. For additional guidance, visit Direct deposit your tax refund.
For H&R Block, follow the steps below for each applicable section.
Overview
Income
Financial institution
Import from American Funds
Imported information
If: |
Then: |
---|---|
There are more forms of the same type to download |
Click Add New (Form Name) and return to Step 4 in the Navigation section |
There are more forms of a different type to download |
Return to Step 2 in the Navigation section |
All forms have been downloaded and are accurate |
Click Next. The process is complete. |
For technical support, please visit the H&R Block website.
You can easily direct deposit your tax refund by following the step-by-step instructions from your e-filing software provider. For additional guidance, visit Direct deposit your tax refund.
This material does not constitute legal or tax advice. Investors should consult with their legal or tax advisors.
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