Foreign income worksheet

2023 worksheet instructions

For each fund and share class owned, enter the Total Ordinary Dividends reported in Box 1a of Form 1099-DIV next to the fund’s name in the worksheet.

American Funds Total ordinary dividends
American Funds 2065 Target Date Retirement Fund $
American Funds 2060 Target Date Retirement Fund $
American Funds 2055 Target Date Retirement Fund $
American Funds 2050 Target Date Retirement Fund $
American Funds 2045 Target Date Retirement Fund $
American Funds 2040 Target Date Retirement Fund $
American Funds 2035 Target Date Retirement Fund $
American Funds 2030 Target Date Retirement Fund $
American Funds 2025 Target Date Retirement Fund $
American Funds 2020 Target Date Retirement Fund $
American Funds 2015 Target Date Retirement Fund $
American Funds 2010 Target Date Retirement Fund $
American Funds Developing World Growth and Income Fund $
American Funds Emerging Markets Bond Fund $
American Funds Global Growth Portfolio $
American Funds Global Insight Fund $
American Funds Growth and Income Portfolio $
American Funds Growth Portfolio $
American Funds International Vantage Fund $
American Funds Moderate Growth and Income Portfolio $
American Funds Retirement Income Portfolio — Enhanced $
American Funds Retirement Income Portfolio — Moderate $
American Funds Tax-Aware Conservative Growth and Income Portfolio $
Capital World Growth and Income Fund $
EuroPacific Growth Fund $
International Growth and Income Fund $
New Perspective Fund $
New World Fund $
SMALLCAP World Fund $
Capital Group exchange-traded funds Total ordinary dividends
CGXU - Capital Group International Focus Equity ETF $

What you will need

  • Individuals: Your Form 1099-DIV
  • Corporations: Your American Funds year-end statement (See Additional Information for Corporate Shareholders.)
  • IRS Form 1116 or IRS Form 1118 (if a corporation) — call (800) 829-3676 to order, or download from the Forms & Publications section at irs.gov

To determine your individual tax situation, please consult your tax advisor.