Order Your 2023  Mutual Fund Tax Guide

The online Mutual Fund Tax Guide (available early February) includes:
1. Annual percentages of mutual fund earnings from US government obligations
2. Annual percentages of mutual fund earnings from municipal bonds by state as well as the percentage subject to AMT
3. Corporate Dividends Received Deduction (DRD)
4. Foreign Income (for foreign tax credit).
You can search and print selected fund information in seconds.
 

Pricing below is on a per-office basis. Each user must have a license. Please enter the number of office locations corresponding to the number of users at each location.

Number of Office Locations
Single User – $140.00
2 to 5 Users – $270.00
6 to 10 Users – $400.00
11 to 25 Users – $530.00
26 to 50 Users – $660.00
51 - 100 Users – $790.00