Home Policy Priorities Taxes Information Reporting
Cost Basis Reporting
- ICI Letter to IRS regarding Web Posting of Form 8937 (pdf) Tue Apr 24 00:00:00 EDT 2012
- ICI Comment Letter on Cost Basis Reporting (pdf) Thu Jul 28 00:00:00 EDT 2011
- ICI Letter to IRS and Treasury on Average Cost as Default Method (pdf) Thu Jan 13 00:00:00 EST 2011
- ICI Letter to Treasury and IRS on Reporting Holding Period for Gifted Shares that Previously were Inherited (pdf) Wed Jul 14 00:00:00 EDT 2010
- Institute Submits Additional Comments on Proposed Cost Basis Reporting Requirements (pdf) Tue May 25 00:00:00 EDT 2010
- Institute Comment Letter on Proposed Cost Basis Reporting Regulations (pdf) Mon Feb 08 00:00:00 EST 2010
- ICI Comment Letter to Treasury and IRS on Mandatory Cost Basis Reporting Thu Apr 09 00:00:00 EDT 2009
- ICI Seeks Guidance on Mandatory Cost Basis Reporting Thu Apr 09 00:00:00 EDT 2009
- ICI Urges Critical Amendments to Cost-Basis Reporting Legislation, December 2007 Fri Dec 07 00:00:00 EST 2007
FBAR
- ICI Comment Letter to IRS and FinCEN on Proposed Changes to FBAR Rules (pdf) Wed Aug 31 00:00:00 EDT 2011
- ICI Comment Letter to FinCEN on Application of Notice 2011-1 to Authorized Service Providers (pdf) Thu Jun 09 00:00:00 EDT 2011
- ICI Comment Letter on Application of FBAR Rules to 1940 Act Funds (pdf) Mon May 23 00:00:00 EDT 2011
- ICI Comments on FBAR Proposed Regulations (pdf) Tue Apr 27 00:00:00 EDT 2010
- ICI Submits Comments on FBAR Reporting Wed Sep 30 00:00:00 EDT 2009
- ICI Letter on Foreign Bank and Financial Account Reporting Tue Jun 16 00:00:00 EDT 2009
- ICI Comment Letter on Foreign Bank and Financial Account Reporting Thu Jan 15 00:00:00 EST 2009
Forms
- ICI Letter to IRS Regarding Form 8949 and 1940 Act-Registered Funds (pdf) Tue Mar 19 00:00:00 EDT 2013
