How to import your tax information

For TurboTax Online, navigate to the tax forms section

1.     Select the Federal tab

2.     Select Wages & Income

3.     Under Your Income, choose which tax documents to include, and click Start

4.     When prompted to import forms, click Continue

5.     Under Let’s Import Your Tax Info, use the search box to look for “American Funds.” Click the search result when it appears.
 

Let’s import your tax info

1.     Log in to your American Funds account. Enter the full American Funds fund number and account number separated by a hyphen or a comma. For example: 01-12345678 or 01,12345678 (no spaces).

2.     Enter your online password that you use when accessing the American Funds account

3.     Click Get My Form

4.     Complete any verification steps:

• Choose the information to import and click Continue
• Check the box next to each item to import
• Uncheck boxes that correspond to tax information you don’t want to import

5.     To import from a different financial institution, click Add Investment. Otherwise, click Confirm.

You will see the “Import Summary” screen if your tax information successfully imported.

Repeat the import steps referenced above.

You can import American Funds tax information from forms 1099-DIV, 1099-B and 1099-R.

TurboTax will help you enter information about your investment sales during the import process. When available, cost basis information is included on Form 1099-B, which is mailed to you in late January.

You can also view your tax forms online.

To ensure that you file your tax return properly, use only the most current version of TurboTax Online.

For technical support, please visit TurboTax’s website.

You can easily direct deposit your tax refund by following the step-by-step instructions from your e-filing software provider. For additional guidance, visit Direct deposit your tax refund.

For H&R Block, follow the steps below for each applicable section.

Overview

1. Go to the “Federal” tab
2. Click Income

Income

1. Click Add Income
2. Select the Form to add. Valid selections are:
   • Retirement plan income, withdrawals and rollovers (Form 1099-R)
   • Dividends or capital gain distributions (Form 1099-DIV)
   • Sales of stocks, bonds, mutual funds and other securities (Form 1099-B)
3. Click Next. If needed, click See More Income Types.
4. Click Start next to the form to import

Financial institution

1. If “Capital Group-American Funds” doesn’t appear, click on Other
2. In the Financial Institution field, enter Capital Group
   • If you receive a prompt on “How do you want to add your 1099-DIV?” click Upload a File
   • Click Next
   • When Capital Group appears in the box below, click it to select it
3. Click Next

Import from American Funds

1. Fund number and account number — Enter your fund number and account number separated by a comma. For example: 01,12345678 (no spaces).
2. American Funds password — Enter your online password for your American Funds account
3. Click Import
4. On the “Capital Group-American Funds” page, review all the forms and click Finish

Imported information

1. To review or delete the form:
   • If you are importing the form, click the pencil icon
   • If you are deleting the form, click the X icon
2. Click Next to review any other forms that were imported for your account. When complete, click The Info is Correct.
3. Determine whether there are more forms to download:
    

For technical support, please visit the H&R Block website.

You can easily direct deposit your tax refund by following the step-by-step instructions from your e-filing software provider. For additional guidance, visit Direct deposit your tax refund.