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IRS Reference Tools

Need More Help? If you have tax questions you can contact the IRS by phone at 800.TAX.1040 (800.829.1040).

You can also call the Tele-Tax Line at 800.829.4477. The Tele-Tax Line provides recorded information on approximately 150 topics that answer many federal tax questions. For a list of topics available on the Tele-Tax Line, dial the 800 number and select topic number 123.

IRS forms and free publications that can help you prepare your tax return can be ordered by calling 800.TAX.FORM or can be downloaded by visiting the IRS Website.

The table below lists publications that may be of particular interest to mutual fund shareholders and retirement plan participants.

IRS Publications
Number	Publication Title
17	Your Federal Income Tax
505	Tax Withholding and Estimated Tax
515	Withholding of Tax on NRA + Foreign Entities
525	Taxable and Nontaxable Income
550	Investment Income and Expenses (Includes Capital Gains and Losses)
564	Mutual Fund Distributions
590	Individual Retirement Arrangements (IRA's)

For more information regarding the particular reporting requirements for your specific state, we recommend that you contact your state and local tax office, your tax advisor, and/or the state section of the IRS Web site.

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