* 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 below.

Tax Center

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

Preparing for Tax Time

Depending on the transactions you perform or the distributions paid by your funds, you may receive one or more of the tax forms described below.

Tax forms are posted on the Statements & Tax Forms page of your My Account page as soon as they are generated and are mailed by the date listed. If you do not have a My Account page, register today for fast access to your accounts.

Forms available by January 31 (1099)

Expand the form descriptions below to read why a tax form may or may not be generated.

1099-DIV

1099-DIV is a record of all taxable dividends and capital gains earned by your accounts during the year. If your fund did not pay a distribution, the IRS does not permit us to send Form 1099-DIV for that fund.

This information is reported to the IRS and must be reported on your federal income tax return, whether the amounts were received in cash or reinvested. Form 1099-DIV consolidates information for all of your accounts registered with the same address and same Tax Identification number. For additional information about distributions, consult IRS Publication 550, Investment Income and Expenses.

You will receive this form by January 31 if you:
Received dividends or capital gains distributions in a taxable account. You can confirm this by referencing the Income Summary section of your annual statement or our distribution list. Please read on for exceptions.

You will not receive this form if you:
Have dividends under $10 for any one fund or if your fund did not pay a distribution. The IRS does not permit us to send Form 1099-DIV for funds that do not pay a distribution.

If this form is applicable to your account, you can access it securely online:
Log In to the Statements & Tax Forms page to find a copy of your tax forms from the last two years.

1099-B

1099-B reports redemptions and exchanges from your taxable accounts for the year.

The information on Form 1099-B is reported to the IRS and should be reported on Schedule D of your federal tax return. Form 1099-B consolidates information for all of your accounts registered with the same address and same Tax Identification number.

You will receive this form by January 31 if you:
Sold or exchanged shares of a fund (other than a money market fund) in a nonretirement account, or had certain transactions in a nonretirement brokerage account, such as the sale of security shares or the maturation of individual bonds. Please read on for exceptions.

You will not receive this form if you:
Are in a retirement account or if your redemption is less than one share and the gross proceeds are less than $20 for any transaction.

If this form is applicable to your account, you can access it securely online:
Log In to the Statements & Tax Forms page to find a copy of your tax forms from the last two years.

1099-R

1099-R reports redemptions from your retirement plans, including traditional, SEP-, SIMPLE- and Roth IRAs, during the year. This information is reported to the IRS and should be reported on your federal tax return.

You will receive this form by January 31 if you:
Took a distribution or initiated a rollover from an IRA or employer-sponsored plan, recharacterized IRA assets, or converted to a Roth IRA.

If this form is applicable to your account, you can access it securely online:
Log In to the Statements & Tax Forms page to find a copy of your tax forms from the last two years.

1099-INT

1099-INT no longer applies to mutual fund dividends starting with the 2012 tax year. Exempt interest dividends and AMT information previously reported on Form 1099-INT will now be reported on Form 1099-DIV.

1099-Q

1099-Q reports distributions made from a Coverdell Education Savings Accounts (CESA).

You will receive this form by January 31 if you:
Sold or transfer/rolled over funds between trustees in a CESA.

Notes: For American Century® Brokerage accounts, we will mail 1099 forms by January 31, unless revisions or amendments to the data are likely. As final tax information becomes available from issuers of mutual funds, Real Estate Investment Trusts (REITs) and certain equities, additional mailings will occur by February 18, February 28 and March 17. For clients in the Real Estate Fund and Global Real Estate Fund, 1099-DIV and 1099-B tax forms will be mailed late February.

Forms available February through May

Form 1042-S

Form 1042-S reports U.S. income, including dividends and capital gains, earned by nonresident aliens.

You will receive this form by March 15 if you:
Are a certified nonresident alien, and received dividends or capital gains distributions from a nonretirement account, or an account distribution from an IRA or employer-sponsored plan.

Form K1 (Giftrust only)

K-1 reports your share of the trust's income or loss, deductions or credits.

You will receive this form early March if:
Your Giftrust® account matured in the previous tax year.

Please note: we send this form only the year after your Giftrust matured.

Form 5498

Form 5498 reports contributions to your retirement plans, including traditional, SEP-, SIMPLE- and Roth IRAs.

  • Traditional, Roth and Rollover IRA reporting includes contributions made in the tax year shown on the form and any contributions made for that tax year from January 1 until April 15 of the following year.
  • SEP-IRA and SIMPLE-IRA reporting only includes contributions made in the tax year shown on the form. Any contributions made from January 1 through April 15 of the following year will appear on the next year's Form 5498.
  • The fair market value of your account, as of December 31 each year, is reported in the annual account statement sent in January and reported to the IRS.

You will receive this form by May 31 if you:

  • Made a current tax year 2013 contribution to your Traditional, Roth and/or Rollover IRA between January 1, 2013, and April 15, 20141, or
  • Completed an IRA rollover, recharacterization, or conversion.

1The IRS requires SEP and SIMPLE contributions to be reported on a calendar-year basis. If a 2013 contribution was made between January 1, 2014, and April 15, 2014, it will appear on next year's form.

Form 5498 ESA

Form 5498 ESA reports your Coverdell Education Savings Account (CESA) contributions.

You will receive this form by April 30 if you:
Sold or transfer/rolled over funds between trustees in a CESA.


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.