ICI - Taxes

FATCA

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

Foreign Tax Issues

ICI Global Submission on India Tax Surcharge Increase (pdf)
Aug 8, 2019
ICI Global Submission to Indian Authorities on Proposed Tax Surcharge Increase (pdf)
Jul 12, 2019
ICI Global Submission to Indian Authorities on Proposed Tax Surcharge Increase (pdf)
Jul 12, 2019

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 Comment Letter: IL Financial Transaction Tax Act (pdf)
Apr 22, 2019
“Wall Street Tax Act” Will Land on Main Street Investors
Apr 12, 2019
ICI Letter on Pass-Through of Qualified REIT Dividends and PTP Income Under Section 199A (pdf)
Sep 27, 2018

State Tax Issues

ICI Submits Comment Letter on NYS UBT Proposal (pdf)
Jul 24, 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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