[an error occurred while processing this directive] Foreign Income Worksheet
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Foreign Income Worksheet

2017 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

*These funds of funds within the American Funds Portfolio SeriesSM have been renamed, effective 1/1/18:

  • American Funds Balanced PortfolioSM to American Funds Moderate Growth and Income PortfolioSM
  • American Funds Tax-Advantaged Income PortfolioSM to American Funds Tax-Advantaged Growth and Income Portfolio SM

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.

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