Client Tax Information


In addition to the information provided on your Form 1099,  you or your tax preparer may also require supplemental tax information specific to funds you own, such as the percentage of interest paid by each state for municipal bond funds, percentage invested in US Government securities, etc., in order to complete your tax returns.  For your convenience, B|O|S has posted links to this information for Vanguard, DFA, PIMCO and TIAA-CREF funds here.

SUBSCRIBE TO OUR NEWSLETTER

Get B|O|S Perspectives
in Your Inbox