2018 Foreign Source Income Reporting

If you have less than $300 ($600 for married individuals filing jointly) of foreign tax and no foreign-source income other than passive income, then you do not need the information in the table below. Claim your foreign income on Form 1040.

If you have more than $300 ($600 for married individuals filing jointly) of foreign tax or any foreign-source income other than passive income, use the information in the table below to complete Form 1116.

When completing Form 1116, TurboTax® and other tax software may ask for the foreign source income received from a fund. To determine the appropriate amount to enter, multiply the amount listed in Box 1a of your Form 1099 DIV by the applicable percentage listed below.

Mutual Fund shareholders are not required to report country by country detail. The code "RIC" should be used when completing foreign country information on Form 1116. See Form 1116 instructions for additional information.

 
Fund Name:
Investor Class
Foreign Source Income:
% of Box 1a
Emerging Markets Fund 100.00%
Emerging Markets Small Cap Fund* 0.00%
Focused International Growth Fund 100.00%
Global Gold Fund* 0.00%
Global Growth Fund*, 1 0.00%
Global Real Estate Fund* 0.00%
Global Small Cap Fund* 0.00%
International Core Equity Fund 100.00%
International Discovery Fund 100.00%
International Growth Fund 100.00%
International Opportunities Fund 73.56%
International Value Fund 100.00%
NT Emerging Markets Fund 100.00%
NT Global Real Estate Fund* 0.00%
NT International Growth Fund 100.00%
NT International Small Mid-Cap Fund 100.00%
NT International Value Fund 100.00%
One Choice® 2020 Portfolio 9.65%
One Choice® 2025 Portfolio 10.51%
One Choice® 2030 Portfolio 11.38%
One Choice® 2035 Portfolio 12.74%
One Choice® 2040 Portfolio 14.31%
One Choice® 2045 Portfolio 15.92%
One Choice® 2050 Portfolio 16.64%
One Choice® 2055 Portfolio 17.76%
One Choice® 2060 Portfolio 18.32%
One Choice® In Retirement Portfolio 9.45%
One Choice® Portfolio: Aggressive 10.67%
One Choice® Portfolio: Conservative 7.88%
One Choice® Portfolio: Moderate 9.37%
One Choice® Portfolio: Very Aggressive 17.75%
One Choice® Portfolio: Very Conservative* 0.00%


* These funds did not pass through a foreign tax credit in 2018.

1

On November 22, 2019, the Global Growth Fund's name will change to Focused Global Growth Fund.

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.

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