Home Policy Priorities Taxes
FATCA
- ICI Comment Letter on Form W-9 Submitted to IRS (pdf)
Mon Jan 06 00:00:00 EST 2014
Foreign Tax Issues
- ICI Comment Letter to FINCEN on Proposed Changes to FBAR Rules (pdf)
Mon May 09 00:00:00 EDT 2016
- Submission to India on Two Foreign Investment Fund Tax Issues (pdf)
Mon Apr 04 00:00:00 EDT 2016
- ICI Global Submission to India Responding to Draft Guidance on Place of Effective Management Tax Issue (pdf)
Thu Dec 31 00:00:00 EST 2015
Information Reporting
- ICI Letter to IRS on Adviser Contributions to Money Market Funds (pdf)
Thu Jun 04 00:00:00 EDT 2015
- ICI Letter to IRS Regarding Form 8949 and 1940 Act-Registered Funds (pdf)
Tue Mar 19 00:00:00 EDT 2013
- ICI Letter to IRS regarding Web Posting of Form 8937 (pdf)
Tue Apr 24 00:00:00 EDT 2012
Legislation
- Financial Transaction Tax Resource Center
- ICI Submission to Senate Finance Committee Tax Reform Working Group on Individual Income Tax on Tax Treatment of Municipal Bonds (pdf)
Wed Apr 15 00:00:00 EDT 2015
- ICI Submission to Senate Finance Committee Tax Reform Working Group on International Tax (pdf)
Wed Apr 15 00:00:00 EDT 2015
State Tax Issues
- ICI Letter to Massachusetts Regarding Market Based Sourcing (pdf)
Fri Feb 06 00:00:00 EST 2015
U.S. Taxation of Mutual Funds & Shareholders
- ICI Comment Letter on Section 305(c) Proposed Regulations (pdf)
Wed Jul 20 00:00:00 EDT 2016
- Recommendations for 2016-2017 Treasury/IRS Priority Guidance Plan―Retirement Plan Items (pdf)
Mon May 16 00:00:00 EDT 2016
- ICI Letter Regarding EU Reclaims and Notice 2016-10 (pdf)
Mon Apr 04 00:00:00 EDT 2016
529 Plans
- ICI Submits Letter to IRS Requesting Guidance on Recontributions to 529 Plans (pdf)
Tue Jan 24 00:00:00 EST 2017
- Maine Law Requires Equal Tax Treatment of All 529 College Savings Plans, June 2003
Thu Jun 26 00:00:00 EDT 2003
- Letter to Illinois Supporting Conformity Between State, Federal Tax Treatment of 529 Plans (pdf)
Thu Apr 24 00:00:00 EDT 2003
