ICI - Taxes

FATCA

ICI Comment Letter on Form W-9 Submitted to IRS (pdf)
Jan 6, 2014

Foreign Tax Issues

ICI Global Submission to Indian Government On Proposed Legislation (pdf)
Mar 5, 2018
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

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

Legislation

ICI Letter on Pass-Through of Qualified REIT Dividends and PTP Income Under Section 199A (pdf)
Sep 27, 2018
ICI Letter to Treasury and IRS on Amendments to Section 451(b) (pdf)
May 4, 2018
ICI Letter on Application of New Transition Tax to RICs (pdf)
Mar 15, 2018

State Tax Issues

ICI Submits Comment Letter on NYS UBT Proposal (pdf)
Jul 24, 2018
ICI Letter Opposing NY Stock Transfer Tax (pdf)
May 16, 2018

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

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