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Foreign qualified dividend income worksheet

Worksheet instructions

For each fund owned, refer to Box 1b of your Form 1099-DIV. Enter the amount in Box 1b next to the fund’s name below. Once you are finished, click Continue.

Note: You must subtract from the amount shown in Box 1b any dividends you received on shares for which you did not meet the 61-day holding period requirement.

You will need your total foreign qualified dividend income amount to complete IRS Form 1116. For more information, please see the instructions to IRS Form 1116.

Fund name Total qualified 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® $ 

Click Continue to see your total foreign qualified dividend 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.