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On Christmas Day, the New York Stock Exchange and Capital Group’s U.S. offices will be closed.

In observance of the Christmas Day federal holiday, the New York Stock Exchange and Capital Group’s U.S. offices will close early on Tuesday, December 24 and will be closed on Wednesday, December 25. On December 24, the New York Stock Exchange (NYSE) will close at 1 p.m. (ET) and our service centers will close at 2 p.m. (ET)

Tax Center

Find information you need for annual tax filing, including tax forms, worksheets, guides and FAQ.

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Need a copy of your tax forms or statement?

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Tax form schedule

Find out when your tax forms will be available and what information is reported.

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2024 year-end distributions

View capital gains, dividends and return of capital for the prior year.

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Tax news

Review announcements that may impact your tax filing:

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Access your tax forms

Learn how to access and download your statements and tax forms.

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Tax deadlines for transactions

Review important federal deadlines for a transaction to occur within the current tax year.

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Tax FAQ

Find answers to frequently asked questions about tax filing and account-specific taxation.

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Tax tools

Interactive worksheets

Access worksheets to calculate possible state tax exclusions, foreign tax credits and other deductions.

INTERACTIVE TAX WORKSHEETS

Tax calculators

Find calculators for estimating the effects of taxes and inflation on investments, college savings projections and life expectancy factors used to calculate your required minimum distribution (RMD).

POPULAR CALCULATORS

Import your tax information

Review guides for importing your tax information to H&R Block® and TurboTax®.

IMPORTING TAX INFORMATION

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Additional tax resources

Direct deposit your tax refund

Learn how to have your tax refund deposited directly to one or more of your accounts/funds.

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Form 8937: Report of organizational actions

See what funds had activity, such as a return of capital, that affected the basis of securities.

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This material does not constitute legal or tax advice. Investors should consult with their legal or tax advisors.
All Capital Group trademarks mentioned are owned by The Capital Group Companies, Inc., an affiliated company or fund. All other company and product names mentioned are the property of their respective companies.
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