Home Policy Priorities Taxes
FATCA
Foreign Tax Issues
- ICI Global Comments Regarding Applying the Tax Measures in OECD's Blueprints for Pillars One and Two to the Investment Funds Industry (pdf)
Dec 14, 2020
- Submission to French Tax Administration on Proposed Withholding Tax Exemption Guidance (pdf)
Sep 15, 2020
- Letter to IRS Requesting Meeting On EU Reclaims (pdf)
Sep 11, 2020
Information Reporting
Legislation
State Tax Issues
U.S. Taxation of Mutual Funds & Shareholders
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
