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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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Form 709
United States Gift (and Generation-Skipping Transfer) Tax Return

W-4R
Withholding Certificate for Nonperiodic Payments and Eligible Rollover Distributions

W-8BEN
Certificate of Foreign Status of Beneficial Owner for United States Tax Withholding

W-9
Request for Taxpayer Identification Number and Certification

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.

Brokerage Services are provided by American Century Brokerage, a division of American Century Investment Services, Inc., registered broker/dealer, member FINRA, SIPC.