Tax Center

Tax Mailing Schedule: Learn more about the tax forms we send.

* Exceptions: Forms 1099 DIV/B for the Real Estate and Global Real Estate funds will be sent in late February. Learn More. For brokerage 1099 tax forms, please see the note under Preparing for Tax Time.

Cost Basis: Learn more about your cost basis and understand how your gains and losses are determined.

Cost Basis

Learn more about your cost basis and understand how your gains and losses are determined.

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Fund-Specific Tax Exemptions: Get information about tax exemptions for each fund and more.

Fund-Specific Tax Exemptions

Get information about tax exemptions for each fund and more.

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Distributions Now Available: Review per-share distributions for many of our funds.

Distributions Now Available

Review per-share distributions for many of our funds.

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2015 Tax Forms
Available

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(Brokerage clients: Review your statement insert for availability)

Frequently Asked Questions

When will my annual account statement arrive?

Look for your year-end statement to arrive during the first two weeks of January.

When will my tax forms arrive?

Learn more by reviewing the list of tax forms found under Preparing for Tax Time

When does a Required Minimum Distribution (RMD) apply to my account?

Clients in certain IRAs and retirement accounts are required to withdrawal a minimum amount each year, generally starting at age 70 ½.  Learn more

I am invested in the Real Estate and/or Global Real Estate fund. When will I receive my 1099-DIV and 1099-B tax forms?

If you are invested in the Real Estate and/or Global Real Estate fund in a taxable account, we will send Forms 1099-DIV and 1099-B in late February. Learn more about the postponed mail date. If you own these funds in a retirement account and sold shares, we will send Form 1099-R by the end of January the following year.

What are the deadlines for IRA contributions?
  • Traditional and Roth IRA contributions
    2015 contributions can be made until April 18, 2016. Contributions made after January 1, 2016, are credited for 2015 only if you request it.
  • SEP, SARSEP and SIMPLE IRA contributions
    2015 employer contributions can be made until the employer's 2015 tax-filing deadline (including any extensions). Contributions received after January 1, 2016, will appear on your Form 5498 for 2016, which will be sent in 2017.
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.