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Tax Return Folders
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We also carry TheTaxBook

Stevens Howard

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 funds.

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.

U. S. Government Obligations Report
mutual fund us obligations
The U. S. Government Obligations Report is an easy to use 8.5" X 11" desktop reference that shows the percentage of income derived from U.S. Government obligations for over 3,800 mutual funds. Since U.S. Government interest is excludable from taxable income in every state, this report will help tax preparers quickly and easily take this important deduction on state tax returns. (The 2015 tax season will be the 22nd year for this book.)
   
treasury obligations percentages
   
   
State Percentages For Municipal Bond Funds
mutual fund municipal bond
The State Percentages For Municipal Bond Funds is an easy to use 8.5" X 11" guide showing the percentage of income derived from each state for over 1,200 municipal bond mutual funds. Since the portion of interest attributable to the client's state of residence is excludable from taxable income in nearly every state, this report will help tax preparers quickly, accurately and easily take this important deduction. (The 2015 tax season will be the 19th year for this book.)
   
municipal bond income percentages
   
   
Shipping Schedule

Both these volumes will ship in Mid-February of the following year. For example the 2015 tax year books ship in February of 2016. They usually sell out, so reserve your copy today.

A Great Price

These important books are inexpensive, and we offer substantial volume discounts. You can mix and match the two titles to take advantage of the discounts.

  Product
Our Low
Price each
 
1 Book (either title)
$ 52    
2-5 Books (any combination)
44    
 
6 or more Books (any combination)
36    
 
 
Order as many as you want. Priority Shipping and handling is just $17.95 regardless of how many you order. Plus, we never collect sales tax.
 


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