Information on over 5,000 Mutual Funds
As you know, most states give their residents a tax break - and you
a potential nightmare. 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? If you're like
some tax preparers in other states, it could mean calling a lot of mutual funds
or stockbrokers for the required information about the percentage of income
derived from U.S. 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 our publications for the information from
over 5,000 mutual funds.
To learn more click here!
"Anyone who values their time can benefit from
these Stevens Howard books."
Nellie Williams of the Arizona Society of Enrolled Agents
|