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
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 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
Forms
- ICI Letter to IRS Regarding Form 8949 and 1940 Act-Registered Funds (pdf)
Tue Mar 19 00:00:00 EDT 2013
