The tax data your 1099
forgot to mention.
Stop manually hunting for state tax-exempt interest. Use our Fund Search for quick lookups or our 1099 Standardizer to turn brokerage statements into automated Excel workpapers in seconds.
Official Tax Supplement Support For
+ More providers being added for the tax season based on user demand.
Auditable Insights
We don't just give you a number; we prove it. Every calculation links directly to the official PDF tax supplement from the fund provider.
State-Specific Logic
Different states have different rules. We automatically flag eligibility for California, New York, and Connecticut based on asset thresholds.
Centralized Database
Stop Googling "Vanguard 2024 tax supplement" fifty times a day. Search by ticker to find the exact percentage you need in seconds.
Brokerage 1099 Standardizer
Experience automated extraction and workpaper support, including all necessary supplements compiled into a bookmarked PDF and Excel Workpaper. Stop manually combining pages.
- Auto-extract tax data
- Bookmarked PDF and Excel output
*Important Notice: The Fund Tax Center is a data aggregation and calculation tool designed to assist tax professionals. This service does not constitute tax advice. Users are responsible for verifying all extracted data and calculations against original source documents. We recommend checking official fund supplements and 1099's for definitive verification. Information may change and be corrected by fund issuers.
Municipal Bond Intelligence
We are actively building support for Muni-bond funds. Soon you will be able to instantly calculate in-state vs. out-of-state income breakdowns for tax-free bond funds.
Ready to streamline your tax season?
Join the CFP®s, CPAs, and Enrolled Agents using Fin Pods AI to automate their workpapers.
Included in the Auditable Insights tier.