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 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
Forms
