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vendor.txt
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1997-04-14
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[ This file, vendor.txt, is provided to assist the software vendor in
preparing promotional information. ]
About...
MFTC32: Mutual Fund Tax Calculator
------------------------------------
(32-bit edition)
for 32-bit Windows(R)
v1.0
a product of RCCO Research
MFTC32: Mutual Fund Tax Calculator, 32-bit edition, provides a facility
for determining tax cost of redeemed shares (full or partial) in one or
more mutual fund accounts. The program computes dividends, capital gains
distributions, redemptions, and purchases on an average-cost basis. It
is meant to provide a simple, non-technical method for those mutual fund
accountholders who must file Schedule D (Capital Gains & Losses) on IRS
Form 1040 to cover their fund redemptions during any tax years.
When a holder of shares in a mutual fund redeems any portion of shares in
the account, the IRS requires that holder to file Schedule D and list not
only the date of redemption and the redemption amount, but also the date of
acquisition and the exact cost of those shares (full and fractional)
redeemed. MFTC32 is meant to assist the shareholder in making the
determination of cost along with a record of the needed dates. Since shares
are often purchased and distributions reinvested at different times at
varying Net Asset Value (NAV) figures, a system of determining average share
cost basis (along with other recordkeeping) may be advantageous for the
account. MFTC32 may be used with any number of fund accounts and works with
both equity and bond funds that are purchased in full and fractional shares.
Once the cost of the redemption(s) during the tax year(s) has been
determined, it is relatively easy to ascertain the gain or loss incurred
for each redemption and make the appropriate entries as required on the
Schedule D tax form.
Fund tables may be viewed/edited in either Form or Table view. An
easy-to-use single-button selection for the Report Writer prints formatted
tabular reports for fund tables. Complete documentation and help is
available online as well as in Windows .DOC format.
The unregistered copy is fully-functional as to the features and components
found in the registered copy; it allows creation of as many fund tables as
the user wishes in order to satisfactorily and fully evaluate the program.
The tables do have a reasonable limitation on the number of transactions
that may be viewed/edited in a table. Any tables created with the
unregistered copy will be fully and immediately usable with a registered
copy. The full registration fee is only $27.95. (The purchase of a
registered copy of MFTC32: Mutual Fund Tax Calculator, 32-bit edition,
may be tax deductible. Please consult a tax advisor.)
Program specifications: MFTC32 requires an 80386sx or greater processor
and 32-bit Windows operating system.
Developed by:
RCCO Research
Vendor please note
-------------------
The following files list indicates the complete MFTC32 package which is
designed to fit on two 1.44mb 3.5" diskettes:
Disk 1 -
DISK1.ID
FILE_ID.DIZ
READTHIS.TXT
SETUP.INI
SETUP.PKG
SETUP.INS
SETUP.EXE
SETUP.ISS
_INST32I.EX_
_ISDEL.EXE
_SETUP.DLL
_SETUP.LIB
_SETUP.1
(13 files)
Disk 2 -
CATALOG.TXT
DISK2.ID
README.TXT
VENDOR.TXT
_SETUP.2
(5 files)
When making up disk distributions, the files as indicated above must be
placed on the proper disks and labeled "Disk 1" and "Disk 2" for the end
user. Without the proper file sequence, Setup will fail.
Similar Product Notification
-----------------------------
A companion product, MFTC: Mutual Fund Tax Calculator for Windows 3.1 (or
greater) is available from RCCO Research in a 16-bit edition. It is
similar to, but not exactly like, the present work entitled MFTC32:
Mutual Fund Tax Calculator (32-bit edition). The two editions have
different registration fees, due to the program sizes and number of disks
involved for each. The respective version numbers may also differ and
should not be considered relative to the other edition.
RCCO Research Associates
Technical Publishers, Est. 1965