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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 (excluding share classes held in retirement or education savings accounts). Then enter the total next to the fund’s name in the Dividend column. Once you are finished, click Continue to determine your total foreign income amount.

You will need your total foreign income amount to complete IRS Form 1116. For more information, please see the instructions to IRS Form 1116. Corporations should use IRS Form 1118 and its instructions.

Fund name Dividend
American Funds Balanced PortfolioSM $ 
American Funds Global Balanced FundSM $ 
American Funds Global Growth PortfolioSM $ 
American Funds Growth and Income PortfolioSM $ 
American Funds Growth PortfolioSM $ 
American Funds Tax-Advantaged Income PortfolioSM $ 
Capital World Bond Fund® $ 
Capital World Growth and Income Fund® $ 
EuroPacific Growth Fund® $ 
International Growth and Income FundSM $ 
New Perspective Fund® $ 
New World Fund® $ 
SMALLCAP World Fund® $ 

Click Continue to see your total foreign income


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


Investors should carefully consider investment objectives, risks, charges and expenses. This and other important information is contained in the fund prospectuses, summary prospectuses and CollegeAmerica Program Description, which can be obtained from a financial professional and should be read carefully before investing. CollegeAmerica is distributed by American Funds Distributors and sold through unaffiliated intermediaries.