* Exceptions: Forms 1099 DIV/B for the Real Estate and Global Real Estate funds will be sent in late February. Learn More. For brokerage 1099 tax forms, please see the note under Preparing for Tax Time.

Tax Center

Don't wait for April 15 to plan for your taxes. Be prepared with our easy-to-use tools and explanations.

Cost
Basis

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

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Fund-Specific
Tax Exemptions

Get information about tax exemptions for each fund and more.

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Distributions Now Available

Review per-share distributions for many of our funds.

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Frequently Asked Questions

How are dividends and capital gains taxed?

Your Form 1099-DIV will show your total, qualified dividends and capital gains. The amount of tax you pay depends on the type of distribution and your tax bracket.

Ordinary Dividends* and Short-Term Capital Gains
Shown in column 1a of your 1099-DIV.
Qualified Dividends
Shown in column 1b of your 1099-DIV.
Long-Term Capital Gains*
Shown in column 2a of your 1099-DIV.
Unrecaptured Section 1250 Gains
Shown in column 2b of your 1099-DIV.
Taxed at the same rate as ordinary income Taxed at 0% or 15% depending on your tax bracket Taxed at 0% or 15% depending on your tax bracket Taxed at 25%

 

Where can I find fund specific tax information?

Find information such as US Government Obligations, Qualified Dividends and Alternative Minimum Tax (AMT) in our Tax Center.

Did my fund pay a distribution?

You can find historical distribution information for all funds under the Fund Performance tab.

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

Please select the following link for more information:
What the Changes to Cost Basis Mean to You

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

Before your Giftrust matures, you do not have to file any of the tax returns for your Giftrust. This is taken care of by the Giftrust trustee. After your Giftrust matures, you will be personally responsible for the necessary tax reporting and payment of taxes due on distributions or capital gains. Learn more.

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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 not intended as tax advice. Please consult your tax advisor for more detailed information or for advice regarding your individual situation.