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HISTORY
Mutual Fund Publishing Company has been in business for over 17 years and was the first to accumulate and publish this information for tax preparers back in 1994. Our subscribers range from Big 4 accounting firms to regional firms, sole practitioners, attorneys, banks, brokerage houses, CPAs, EAs, state governments, etc. If you prepare state income tax returns, the Mutual Fund Tax Guide is a tool you should not be without.

FORMAT
The Mutual Fund Tax Guide is available as a desktop application to be installed on your computer or as a web access application. It includes:

1. Percentages of US government obligations earned in mutual funds,
2. Municipal bond fund earnings by state,
3. Percentage of income subject to AMT,
4. Corporate dividend received deduction, and
5. Foreign income to calculate the foreign tax credit.

The percentages of US government obligations earned in mutual funds is also available in book form as the US Treasury's Reference Book.

The municipal bond fund earnings by state and the percentage of income subject to AMT is also available in book form as the Municipals' Reference Book.

DATE AVAILABLE
The Mutual Fund Tax Guide (desktop application and web access) will be available late January of each year. The reference books are shipped before February 15 of each year.

AUTOMATIC ANNUAL RENEWALS
If desired, your order will be shipped and billed automatically each year.

MISSOURI USERS
Missouri has approved these references as official support and may be included for tax return filing.