Visit Institutional Site | Support | Open an Account | Register for Access
My Account

Tax Center

We're here to help

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™.


Back
/

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.

1099-DIV is a record of all taxable dividends and capital gains earned by your accounts during the year.

This information is reported to the IRS and must be reported on your federal income tax return, whether the amounts were received in cash or reinvested. Form 1099-DIV consolidates information for all of your accounts registered with the same address and same Tax Identification number. For additional information about distributions, consult IRS Publication 550, Investment Income and Expenses.

You will receive this form if you:
Received dividends or capital gains distributions in a taxable account. You can confirm this by referencing the Income Summary section of your annual statement or our distribution list. Please read on for exceptions.

You will not receive this form if you:
Have dividends under $10 for any one fund or if your fund did not pay a distribution. The IRS does not permit us to send Form 1099-DIV for funds that do not pay a distribution.

Other Availability Notes

  • Available January 31

  • If you are a client in the Real Estate Fund and Global Real Estate Fund, 1099-DIV forms will be mailed late February. Learn more.

1099-B reports redemptions and exchanges from your taxable accounts for the year.

The information on Form 1099-B is reported to the IRS and should be reported on Schedule D of your federal tax return. Form 1099-B consolidates information for all of your accounts registered with the same address and same Tax Identification number.

You will receive this form if you:
Sold or exchanged shares of a fund (other than a money market fund) in a non-retirement account, or had certain transactions in a non-retirement brokerage account, such as the sale of security shares or the maturation of individual bonds. Please read on for exceptions.

You will not receive this form if you:
Are in a retirement account or if your redemption is less than one share and the gross proceeds are less than $20 for any transaction.

Other Availability Notes

  • Available January 31

  • If you are a client in the Real Estate Fund and Global Real Estate Fund, 1099-B forms will be mailed late February. Learn more.

1099-R reports redemptions from your retirement plans, including traditional, SEP-, SIMPLE- and Roth IRAs, during the year. This information is reported to the IRS and should be reported on your federal tax return.

You will receive this form if you:
Took a distribution or initiated a rollover from an IRA or employer-sponsored plan, recharacterized IRA assets, or converted to a Roth IRA.

Other Availability Notes
Available January 31

1099-Q reports distributions made from a Coverdell Education Savings Accounts (CESA).

You will receive this form if you:
Sold or transfer/rolled over funds between trustees in a CESA.

Other Availability Notes
Available January 31

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.