To download the Tax Guide, please read the information below and then check the box to affirm that you have done so. The link to download the Tax Guide will then appear:

If you held a mutual fund, real estate investment trust (REIT), widely held fixed investment trust (WHFIT), widely held mortgage trust (WHMT) or unit investment trust (UIT) in 2013, we may send you a revised tax information statement. Please be aware that some issuers do not make their final distribution information available until after January. See the Dividends and Distributions section of the 2013 Tax Guide for more information.

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Royalty Trust Tax Information

Royalty trusts make tax information booklets available on their websites. The booklets contain information needed by unit holders of the trusts. We are providing the following royalty trust website links for your convenience.

Once you navigate to a trust’s site, follow the directions to its tax information section. Typically, this is where you will find the appropriate booklet, sorted by year. In the booklet, the trust provides information required by unit holders to compute and report income, deductions and credit attributable to their units.

For trusts that post their tax information on Business Wire®, the tax information reporting booklets can also be accessed from by clicking on the “News” tab, followed by “Company News Centers,” and then using the browse or search feature to find the page that contains tax information for the trust. The tax information booklets are found on the left side of the page under “Related Links.”

This website is not intended to provide legal, tax, accounting or financial advice or services. We suggest that you consult your tax professional to discuss the appropriate federal, foreign, state and local tax treatment of your transactions. Any U.S. legal, tax, accounting or financial-related information contained in the Tax Guide, the Resources for Royalty Trust Tax Booklets or the Mutual Fund Supplemental Information was not intended or written to be used, and cannot be used, for the purpose of (i) avoiding penalties that may be imposed under the Internal Revenue Code or applicable state or local tax law provisions or (ii) promoting, marketing or recommending to another party any transaction or matter addressed in the Tax Guide, the Royalty Trust Tax Booklets or the Supplemental Information.

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The Mutual Fund Supplemental Information page will be available in March. Thank you for your patience.