Preparing Your Taxes

* Exceptions: Forms 1099 DIV/B for the Real Estate Fund and Global Real Estate Fund will be sent in late February. Learn more about each 1099 Form.


Brokerage Tax Mailing Schedule

For American Century® Brokerage accounts, Form 1099-R will be mailed by January 31. For all other forms, additional mailings will occur between the end of January and Mid-March as final tax information becomes available from issuers of mutual funds, Real Estate Investment Trusts (REITs) and certain equities. For clients in the Real Estate Fund and Global Real Estate Fund, 1099-DIV and 1099-B tax forms will be mailed late February. Learn more.

2018 Tax Forms AvailableLog In

Tax Preparation

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Forms & Resources

Prepare for tax time and find out if and when you should expect a form.

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FAQs

Tax-related frequently asked questions.

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Paid Distributions

Review per-share distributions for many of our funds.

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Cost Basis

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

Tax Software Help

Quicken

American Century Investments® offers transaction downloads into Quicken for mutual fund, brokerage and workplace retirement plan accounts.

H&R Block® At Home™

H&R Block® At Home™ includes the Smart Import® 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.

TurboTax®

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.

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

This information is for educational purposes only and is not intended as a personalized recommendation or fiduciary advice. There are different options available for your retirement plan investments. You should consider all options before making a decision. Our representatives can help you evaluate all of your distribution options.

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