American Funds®

Foreign Income Worksheet

Worksheet Instructions

For each fund owned, add the Year-to-date: Dividends shown in the Activity detail sections of your year-end statement for all share classes you own and enter the total next to the fund’s name in the Dividend column.

What You Will Need

  • Your American Funds year-end statement
  • IRS Form 1116 or IRS Form 1118 (if a corporation) — call (800) 829-3676 to order, or download from the Forms & Publications section at www.irs.gov

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.

Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value.

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