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Home Policy Priorities Taxes Information Reporting

Cost Basis Reporting
  • ICI Letter to IRS regarding Web Posting of Form 8937 (pdf)
    Apr 24, 2012
  • ICI Comment Letter on Cost Basis Reporting (pdf)
    Jul 28, 2011
  • ICI Letter to IRS and Treasury on Average Cost as Default Method (pdf)
    Jan 13, 2011
  • ICI Letter to Treasury and IRS on Reporting Holding Period for Gifted Shares that Previously were Inherited (pdf)
    Jul 14, 2010
  • Institute Submits Additional Comments on Proposed Cost Basis Reporting Requirements (pdf)
    May 25, 2010
  • Institute Comment Letter on Proposed Cost Basis Reporting Regulations (pdf)
    Feb 8, 2010
  • ICI Comment Letter to Treasury and IRS on Mandatory Cost Basis Reporting
    Apr 9, 2009
FBAR
  • ICI Comment Letter to IRS and FinCEN on Proposed Changes to FBAR Rules (pdf)
    Aug 31, 2011
  • ICI Comment Letter to FinCEN on Application of Notice 2011-1 to Authorized Service Providers (pdf)
    Jun 9, 2011
  • ICI Comment Letter on Application of FBAR Rules to 1940 Act Funds (pdf)
    May 23, 2011
  • ICI Comments on FBAR Proposed Regulations (pdf)
    Apr 27, 2010
  • ICI Submits Comments on FBAR Reporting
    Sep 30, 2009
  • ICI Letter on Foreign Bank and Financial Account Reporting
    Jun 16, 2009
  • ICI Comment Letter on Foreign Bank and Financial Account Reporting
    Jan 15, 2009
Forms
  • ICI Letter to IRS Regarding Form 8949 and 1940 Act-Registered Funds (pdf)
    Mar 19, 2013

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