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HISTORY
Mutual Fund Publishing Company has been in business for over 14 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:
- Percentages of US government obligations earned in mutual funds,
- Municipal bond fund earnings by state,
- Percentage of income subject to AMT,
- Corporate dividend received deduction, and
- Foreign income to calculate the foreign tax credit.
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.
SATISFIED SUBSCRIBERS
Here is what they are saying:
- I've been waiting for this for years. I no longer have to put my tax returns aside to call the mutual fund companies or wait for the information from my clients. Thanks for a great product.
- Worth every penny. Easy to use, quick to get to, and very thorough. Please put me on an automatic renewal.
- Your guides were a valuable resource to our tax department.
- With your guide, there was no need to call the clients or mutual fund companies. We were able to keep staff off the phone and productively working. The information they needed was found quickly and easily.
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.