Forms you may receive
The type of accounts you hold and the activity within each during the year will determine the tax documents you will receive.
Listed below are common tax documents you could receive from American Funds.
To help protect your information, the first five digits of your Social Security number or tax identification number will be masked on all your tax forms. Employer identification numbers will be shown in full.
Depending on your state of residence, there may be an in-state plan that provides tax and other benefits not available through CollegeAmerica. Before investing in any state’s 529 plan, you should consult your tax adviser.