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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.
Automated import of tax data is not available for American Century Investments' workplace retirement plan accounts through H&R Block® At Home™.
When will my account statement arrive?
Look for your year-end statement to arrive during the first two weeks of January.
Why did I not receive a tax form?
Whether you receive a tax form depends on the type and amount of activity on your fund/account each year. Generally, we send a form in January when you sell or exchange shares or if your fund paid a distribution.
However, we will not send Form 1099-DIV if you have dividends and capital gains totaling under $10 for any one fund (exception: funds passing a foreign tax credit). Also, we will not send Form 1099-B if your redemption is less than one share and the gross proceeds are less than $20 for any one redemption (does not apply to brokerage). Although the IRS does not require us to report activity under these amounts, you may be required to report this information on your tax return.
What if I did not have a taxable event?
Due to IRS regulations, we cannot send you a tax form indicating zero or showing no activity.
What if I need my tax form corrected?
If you determine that a correction needs to be made, contact us and we can provide a corrected form. If you receive a correction to:
Form 1099-DIV, 1099-B, 1099-Q, 5498-ESA or 5498, your corrected form will include all previously reported tax information. You may discard the original form.
Form 1099-R or 1042-S, your corrected form will show only the corrected information. You must retain both the original form and the corrected form.
Can I deposit My Tax Refund directly into my American Century Investments' account?
A fast and simple way to get your IRS refund working for you is to have it deposited directly into your existing American Century Investments' account. Simply complete the "Refund" section of your IRS tax return as follows:
9996XXXXXXXXXXXX (Replace Xs with your 12-digit fund account number without the hyphen, leave remaining boxes empty)
Please do not send a voided American Century Investments CheckWriting check to the IRS as a record of your account number.
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.