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HISTORY
Mutual Fund Publishing Company has been in business for over 30 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.

INFORMATION INCLUDED
The Mutual Fund Tax Guide 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.

DATE AVAILABLE
The Mutual Fund Tax Guide will be available late January of each year.