Home Policy Priorities Taxes

Foreign Tax Issues
- ICI Global Letter To Swiss Government Proposing Procedures By Which US Funds Establish Treaty Eligibility (pdf)
Jun 17, 2016
- ICI Comment Letter to FINCEN on Proposed Changes to FBAR Rules (pdf)
May 9, 2016
- Submission to India on Two Foreign Investment Fund Tax Issues (pdf)
Apr 4, 2016
Information Reporting
- ICI Letter to IRS on Adviser Contributions to Money Market Funds (pdf)
Jun 4, 2015
- ICI Letter to IRS Regarding Form 8949 and 1940 Act-Registered Funds (pdf)
Mar 19, 2013
- ICI Letter to IRS regarding Web Posting of Form 8937 (pdf)
Apr 24, 2012
State Tax Issues
- ICI Letter on Hawaiian REIT Tax Proposal (pdf)
Feb 21, 2018
- ICI Letter to Massachusetts Regarding Market Based Sourcing (pdf)
Feb 6, 2015
U.S. Taxation of Mutual Funds & Shareholders
- ICI Comment Letter on Section 305(c) Proposed Regulations (pdf)
Jul 20, 2016
- Recommendations for 2016-2017 Treasury/IRS Priority Guidance Plan―Retirement Plan Items (pdf)
May 16, 2016
- ICI Letter Regarding EU Reclaims and Notice 2016-10 (pdf)
Apr 4, 2016
529 Plans
- ICI Submits Letter to IRS Requesting Guidance on Recontributions to 529 Plans (pdf)
Jan 24, 2017
- Maine Law Requires Equal Tax Treatment of All 529 College Savings Plans, June 2003
Jun 26, 2003
- Letter to Illinois Supporting Conformity Between State, Federal Tax Treatment of 529 Plans (pdf)
Apr 24, 2003

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