TurboTax® and TurboTax for the Web

TurboTax software and TurboTax for the Web include the Instant Data Entry feature, that enables the automated import of 1099-DIV, 1099-B and 1099-R tax data directly from American Century Investments® for your retirement1 and non-retirement accounts. Once imported, you can download this information directly into your TurboTax return.2

Important: Real Estate Fund and Global Real Estate Fund tax information is typically available in late February. Learn more.

American Century® Brokerage Accounts

What You Need

  • Internet Access
  • Current version of TurboTax or TurboTax for the Web
  • Your American Century Brokerage website User Name (used when logging into our website)
  • The Social Security number (SSN) or Tax Identification number (TIN) associated with your Brokerage website User Name

If you need assistance with your website User Name please contact us.

1Automated import of tax data is not available for American Century Investments workplace retirement plan accounts.

2When using tax forms imported from American Century Investments, it is your responsibility to confirm the accuracy of the information on your tax return.

TurboTax and EasyStep are registered trademarks and TurboTax for the Web is a service mark of Intuit, Inc.