Tax Forms & Resources

January signals the start of tax season, but not all investors will receive a form each year. Whether you receive one of the tax forms described below depends on the transactions you perform or the distributions paid by your funds.

Tax forms are posted on the Documents page of your My Account page as soon as they are generated. They are also mailed and emailed by the dates listed below. If you do not have a My Account page, register today for fast access to your accounts.

General Resources

** If you downloaded the 2017 U.S. Government Obligations flyer before January 31, 2018, please discard that information. The information has been updated as of February 1, 2018.

Tax Forms

Forms available by January 31:

1099-DIV

1099-B

1099-R

1099-Q

Forms available February through May:

K1 (Giftrust only)

1042-S

5498

5498 ESA

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.

This material has been prepared for educational purposes only. It is not intended to provide, and should not be relied upon for, investment, accounting, legal or tax advice.

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