My Tax Handbook » Resources
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 www.businesswire.com 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."
Disclaimer: This website is not intended to provide tax advisory 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. tax advice contained in the 2011 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.