Tax Center
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Tax Preparation
Use our resources, fund distribution information, tax forms and frequently asked questions below to help you understand how tax rules and concepts affect your investments.
Get Ready for Tax Time
Find out if and when you should expect a form.
Tax Form Schedule
Mid October | Estimated Distributions Available |
December | Distributions Paid |
Early January | 1099 Tax Forms Sent (Excluding Real Estate Funds¹) |
Mid January | Account Statements |
Late January | Brokerage Accounts Form 1099-R² |
Late February | 1099 DIV/B Sent for Real Estate Funds¹ |
Mid March | Giftrust Schedule K-1 Sent |
Late April | 5498 CESA Tax Forms Sent |
Late May | 5498 Tax Forms Sent |
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The Real Estate Fund and Global Real Estate Fund have the potential to pay three types of distributions: ordinary income, long-term capital gains and/or a return of capital. The allocation of the dividend among the three components is not reported by the real estate investment trust (REIT) until after the close of its taxable year, typically December 31. In order to determine the amounts of each distribution type reported on your annual Form 1099-DIV/B, we will delay sending these forms until late February. This postponed mail date is common among funds that invest in REITs. If you are a client in one of these real estate funds, please wait to file your tax returns until you receive your Form 1099-DIV/B for these funds. If you own other funds that have taxable activity during the calendar year, the tax forms for those funds will be sent by January 31.
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.
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.