Fund Tax Pro
Fund Tax Pro pricing: one year of access, priced by users
Each person gets their own login. Every plan includes everything below.
| Plan | Per year | Sign up |
|---|---|---|
| Single user | $125 | Choose |
| 2 to 5 users | $265 | Choose |
| 6 to 10 users | $405 | Choose |
| 11 to 25 users | $545 | Choose |
| 26 to 50 users | $685 | Choose |
| 51 to 100 users | $825 | Choose |
Included in every plan
- Lookups for 1,958 funds from 12 fund companies
- State, U.S. government obligation, AMT and foreign-source percentages where published
- A search by tax year, with earlier years kept for late returns
- Calculations from your 1099-DIV amounts
- Backup PDFs with source citations, plus each fund company's document