Downloads

2008 Mutual Fund Tax Guide
The 2008 Mutual Fund Tax Guide will be available in late January 2009. Secure your order today.

If you have any questions, call us at (888)469-7007.

Previous Mutual Fund Tax Guides
These older guides will give you a great opportunity to "try before you buy." Download them for free. Simply click any link below and follow the instructions.

2007 Mutual Fund Tax Guide
2006 Mutual Fund Tax Guide
2005 Mutual Fund Tax Guide
2004 Mutual Fund Tax Guide
2003 Mutual Fund Tax Guide
2002 Mutual Fund Tax Guide
2001 Mutual Fund Tax Guide

Book Addendums (PDF)
Updated addendums as of March 26, 2008. Click on respective addendum to obtain the latest additional and updated information. If you don't have Adobe Acrobat Reader, you can download it for free at www.adobe.com.

2007 US Treasury's Reference Book Addendum (pdf)
2007 Municipals' Reference Book Addendum (pdf)
2007 US Treasury's and Municipals' Book Addendum (pdf)