Tax FAQs

Review the tax information sent with your forms (PDFs below).

  • Taxes & Forms
  • Distributions & Cost Basis
  • IRA

Tax Forms & Statements

When will my account statement arrive?

When will my tax forms arrive?

Why did I not receive a tax form?

How do I report the fees that are on my Form 1099-B?

What if I did not have a taxable event? Will you send me a tax form indicating zero?

What if I need my tax form corrected?

How does American Century Investments® report foreign taxes?

Am I eligible for a tax credit for my international fund?

Why doesn't my Wash Sale appear on my tax form?

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

When will my IRA contributions appear on Form 5498?

I have/had a Giftrust account. What information do I need to know?

Tax-Related Information

Where can I find specific tax information?

Deposit Your Tax Refund

Distributions

Did my fund pay a distribution?

What are distributions?

Why do funds pay distributions?

How are dividends and capital gains taxed?

Why are my dividends and short-term capitol gains reported in the same column?

What affect does a distribution have on the share price?

Cost Basis

How do I determine the cost basis on the shares I sold?

How do I report cost basis for my Heritage Fund account that was combined with the Vista Fund?

IRA Information

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

How do I view my IRA contribution summary online?

Traditional IRA and Roth Contribution Limits

SIMPLE IRA Contribution Limits

SARSEP IRA Contribution Limits

Contribution Deadlines

What are my options if I contributed too much to my IRA?

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.