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Tax Center

How to Import Your Tax Information 

Learn more about importing your tax information to TurboTax® or H&R Block®. 

TurboTax 



H&R Block 

Follow these steps to import your tax information to H&R Block. Technical questions about H&R Block should be directed to the H&R Block website.

Overview

  1. Go to the Federal tab.  

  2. Click Income.  

Income

  1. Click Add, and then Visit Topic on any of the items that apply to your investments: 

    • Retirement plan income, withdrawals, and rollovers (Form 1099-R)
    • Dividends or capital gain distributions (Form 1099-DIV)
    • Sales of stocks, bonds, mutual funds and other property owned for investment (Form 1099-B)

  2. Click Add New 1099 on the following page to import your tax information.  

Financial Institution 

  1. Enter American Funds.  

  2. Click Next.  

Import from American Funds 

  1. User Name — Enter your fund and account number separated by a comma. For example, 01,12345678 (no spaces).  

  2. Password — Enter your americanfunds.com password.  

  3. Click Import.  

  4. On the American Funds Import Summary page, click Finish.

Imported information

  1. Click Edit to review your tax information or make any changes.  

  2. Click Next to review any other forms that were imported for your account or continue with your tax preparation.  

Repeat the steps above if you have additional tax information to import. 


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.