Downloads

2009 Mutual Fund Tax Guide
The 2009 Mutual Fund Tax Guide is now available!

You can download or purchase the
2009 Mutual Fund Tax Guide for Network Users
or the
2009 Mutual Fund Tax Guide for Single Users.

If you have any questions, call us at (888)469-7007.

Book Addendums (PDF)
Updated addendums as of March 6, 2010. Click on respective addendum to obtain the latest additional and updated information. If you don't have Adobe Acrobat Reader, you can download it for free at www.adobe.com.

2009 US Treasury's Reference Book Addendum (pdf)
2009 Municipals' Reference Book Addendum (pdf)

Previous Mutual Fund Tax Guides
These older guides will give you a great opportunity to "try before you buy." Download them for free. Simply click any link below and follow the instructions.

2008 Mutual Fund Tax Guide
2007 Mutual Fund Tax Guide
2006 Mutual Fund Tax Guide
2005 Mutual Fund Tax Guide
2004 Mutual Fund Tax Guide
2003 Mutual Fund Tax Guide
2002 Mutual Fund Tax Guide
2001 Mutual Fund Tax Guide