Home Policy Priorities Taxes
FATCA
- IRS Releases Timing Guidance for FATCA Implementation Oct 24, 2012
- ICI Comment Letter on FATCA Guidance and the IGAs (pdf) Oct 23, 2012
- ICI Comment Letter on FATCA Guidance and the IGAs Oct 23, 2012
Foreign Tax Issues
- ICI Letter to Korean Ministry of Strategy and Finance Regarding Treaty Eligibility Questions for U.S. Funds (pdf) May 17, 2013
- ICI Files Letter Requesting Guidance on EU Reclaims (pdf) Apr 30, 2013
- Financial Transaction Tax ("FTT") Proposal Under European Union Enhanced Cooperation Procedure; Related Coalition Letter (pdf) Feb 13, 2013
Information Reporting
Legislation
State Tax Issues
U.S. Taxation of Mutual Funds & Shareholders
529 Plans
- 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
- Illinois Enacts Tax Legislation Concerning 529 Education Savings Programs, July 2002 Jul 17, 2002
