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 will not be available until late February. Learn more.

Mutual Funds

What You Need:

  • Internet Access
  • Tax Identification Number (Social Security or Employer Identification number)
  • Personal Access Code (PAC)

View or Change Your PAC Online

  1. Log In with your User Name and Password.
  2. Select the My Information link.
  3. Select the View or Change PAC link.
  4. Select the Modify link to change your PAC.
  5. Enter and re-enter the new PAC, then select the Modify Button.
  6. If you need assistance with your PAC, please Contact Us.

If you need additional assistance using the TurboTax software or completing your taxes, please refer to the integrated TurboTax EasyStep® interview and help files, or consult your tax advisor.

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.