Review our resources for client conversations.
Help clients understand how our distinct business model funds innovative medical research.
We're always looking for exceptional team members.
Taxes. It’s a subject that raises a lot of questions from investors. How do they stay on top of tax requirements? What are the tax implications of an investment? And most importantly, how can they pay less of them? Help your clients understand how tax-efficient investing strategies and tax rules may affect their portfolios.
Find tax rates, exemptions, limits and more all on one easy reference card.
Generally, cost basis is the purchase price of a security or share, including commissions and expenses, if applicable.
Don't let tax time catch you off guard. Review initial distribution estimates for many of our funds and Exchange Traded Funds (ETFs).
Learn why and how a reverse share split may interest you at tax time.
Discover three ways to target tax efficiency all year long.
Research-focused management may give investors exposure to the muni market's broad diversity.
Having a tax-efficient portfolio is critical for some investors.
Selling losing positions to offset capital gains and adding a more tax-efficient investment is still a viable strategy to help clients mitigate their tax bills.
Learn about a complimentary tool that zeros in on current holdings and quantifies potential tax savings to clients.
Alternative Minimum Tax (AMT) Information
Dividends-Received Deduction for Corporate Investors
ETF Tax Information
Foreign Source Income
Giftrust Tax Filing Requirements
Qualified Dividend Income
U.S. Government Obligations
Utah Taxpayer Information
163(j) Dividends for Corporate Investors
Foreign Income and Taxes Paid
Percentage of Income from U.S. Government Obligations
Tax Fast Facts
2021 ETF Distribution Calendar
2021 Distribution Calendar
2022 Distribution Calendar
Certificate of Foreign Status of Beneficial Owner for United States Tax Withholding
Request for Taxpayer Identification Number and Certification
Withholding Certificate for Pension or Annuity Payments
United States Gift (and Generation-Skipping Transfer) Tax Return
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.