Tax Center
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Tax Preparation
Use our resources, fund distribution information, tax forms and frequently asked questions below to help you understand how tax rules and concepts affect your investments.
Additionally, our Support Center provides assistance for importing your information to Quicken, H&R Block® At Home™, TurboTax® and TurboTax for the Web and other financial software.
Automated import of tax data is not available for American Century Investments' workplace retirement plan accounts through H&R Block® At Home™.
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If you are a client and any of these forms are applicable to your account, you can access it securely online. Log in to the Documents page to find your tax forms from the last two years.
K1 (Giftrust only)
K-1 reports your share of the trust's income or loss, deductions or credits. You will need this form to correctly complete your personal tax return, along with Form 1099-B.
You will receive this form if:
Your Giftrust® account matured in the previous tax year. After the year of maturity, Schedule K-1 no longer applies to your account as it is no longer part of the trust.
Other Availabilty Notes & Resources
Available March only the year after your Giftrust matured
Giftrust Tax Filing Requirements
Real Estate Funds’ Tax Forms
The Real Estate Fund and Global Real Estate Fund have the potential to pay three types of distributions: ordinary income, long-term capital gains and/or a return of capital. The allocation of the dividend among the three components is not reported by the real estate investment trust (REIT) until after the close of its taxable year, typically December 31.
In order to determine the amounts of each distribution type reported on your annual Form 1099-DIV/B, we will delay sending these forms until late February. This postponed mail date is common among funds that invest in REITs.
Other Availability Notes & Resources
Available late February
If you are a client in one of these real estate funds, please wait to file your tax returns until you receive your Form 1099-DIV/B for these funds. If you own other funds that have taxable activity during the calendar year, the tax forms for those funds will be sent by January 31.
1042-S
Form 1042-S reports U.S. income, including dividends and capital gains, earned by nonresident aliens.
You will receive this form if you:
Are a certified nonresident alien, and received dividends or capital gains distributions from a non-retirement account, or an account distribution from an IRA or employer-sponsored plan.
Other Availability Notes
Available March 15
5498
Form 5498 reports contributions to your retirement plans, including traditional, SEP, SIMPLE and Roth IRAs.
Traditional, Roth and Rollover IRA reporting includes contributions made in the tax year shown on the form and any contributions made for that tax year from January 1 until April 15 of the following year.
SEP IRA and SIMPLE IRA reporting only includes contributions made in the tax year shown on the form. Any contributions made from January 1 through April 15 of the following year will appear on the next year's Form 5498.
The fair market value of your account, as of December 31 each year, is reported in the annual account statement sent in January and reported to the IRS.
You will receive this form if you:
Made a tax year 2023 contribution to your Traditional, Roth and/or Rollover IRA between January 1, 2023, and April 15, 2024¹, or completed an IRA rollover, recharacterization, or conversion.
Other Availability Notes
Available May 31
¹The IRS requires SEP and SIMPLE contributions to be reported on a calendar-year basis. If a 2023 contribution was made between January 1, 2024, and April 15, 2024, it will appear on next year's form.
5498 ESA
Form 5498 ESA reports your Coverdell Education Savings Account (CESA) contributions.
You will receive this form if you:
Sold or transfer/rolled over funds between trustees in a CESA.
Other Availability Notes
Available April 30
IRS Circular 230 Disclosure: American Century Companies, Inc. and its affiliates do not provide tax advice. Accordingly, any discussion of U.S. tax matters contained herein (including any attachments) is not intended or written to be used, and cannot be used, in connection with the promotion, marketing or recommendation by anyone unaffiliated with American Century Companies, Inc. of any of the matters addressed herein or for the purpose of avoiding U.S. tax-related penalties.
This information is for educational purposes only and is not intended as tax advice. Please consult your tax advisor for more detailed information or for advice regarding your individual situation.
This material has been prepared for educational purposes only. It is not intended to provide, and should not be relied upon for, investment, accounting, legal or tax advice.