is No Longer Publising the Mutual Fund Data Books. Therefore,
we can No Longer Accept Orders for them.
These reference books
provide easy access to two critical pieces of information necessary
to properly complete a tax return for a client who owns mutual
As you know, residents
of your state can exclude from their state taxable income the
portion of mutual fund dividend income attributable to U. S. Treasury
securities. In addition, residents can exclude from their state
taxable income the portion of mutual fund dividend interest attributable
to their state's municipal bonds and securities.
Great for clients! But
what does that mean for you?
You could spend countless
hours calling a lot of mutual fund companies or stockbrokers for
the required information about the percentage of income derived
from US Government obligations and the percentage of municipal
bond fund interest attributable to your state. Or you could do
what thousands of tax preparers across the country do - use these
publications for the information from over 5,000 mutual funds.