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Important tax deadlines

See below for important federal tax deadlines and tax form mailing dates. Speak with your financial advisor if you have questions about transactions that may affect your taxes.

Deadlines for account transactions

December 31, 2013
  • Traditional or Roth IRA conversions or transfers
  • Gifts to CollegeAmerica Plans for 2013
  • Gifts to individuals or charitable donations for 2013
  • Required minimum distributions (RMDs) from retirement accounts

Important: Transaction requests received after 4 p.m. Eastern time on December 31, 2013, will be processed on the next business day (January 2, 2014) and will be reported in tax year 2014.

March 17, 2014
  • Federal tax filings and payments for S Corporations and C Corporations (with tax year end of 12/31)
April 15, 2014
  • Traditional and Roth IRA contributions for 2013
  • Education Savings Account contributions for 2013
  • Federal tax filings and payments for individuals, partnerships and sole proprietorships (with tax year end of 12/31)
September 15, 2014
  • Federal tax filings for S Corporations, C Corporations, and partnerships (with tax year end of 12/31) that requested an extension with the IRS
October 15, 2014
  • Federal tax filings for individuals and sole proprietorships who requested an extension with the IRS

Note: American Funds cannot determine who is eligible for a tax-filing extension. Speak to your financial advisor or visit for information about tax relief.

Tax form mailing dates

January 31, 2014
March 7, 2014
April 30, 2014
June 2, 2014

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.