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Home Policy Priorities Taxes U.S. Taxation of Mutual Funds & Shareholders

  • Financial Transaction Tax Costs
    Nov 11, 2019
  • ICI Comment Letter on Section 305(c) Proposed Regulations (pdf)
    Jul 20, 2016
  • Recommendations for 2016-2017 Treasury/IRS Priority Guidance Plan―Retirement Plan Items (pdf)
    May 16, 2016
  • ICI Letter Regarding EU Reclaims and Notice 2016-10 (pdf)
    Apr 4, 2016
  • Letter from ICI President and CEO Paul Schott Stevens on Financial Transaction Tax to Representative Chris Van Hollen (pdf)
    Mar 16, 2016
  • Letter to the Editor, New York Times: All Pain and No Gain for Fund Investors
    Feb 5, 2016
  • All Pain and No Gain for Fund Investors
    Feb 5, 2016
  • Letter to Treasury and IRS Requesting Clarification of Definition of Broker under Section 871(m) (pdf)
    Dec 22, 2015
  • Letter to the Editor, Washington Post: A Tax That Would Only Harm
    Jun 10, 2015
  • Taxation for Mutual Fund Investors: FAQs
    Dec 5, 2013
  • ICI Comment Letter on Proposed Regulations on Controlled Groups (pdf)
    Oct 31, 2013
  • Follow-Up Letter to IRS on Request for Check-The-Box Guidance (pdf)
    Jun 26, 2012
  • ICI Recommendations for 2012-2013 Treasury/IRS Guidance Priority List - Retirement Plan Items (pdf)
    May 1, 2012
  • ICI Comment Letter to Treasury, IRS on Proposed NPC Rules (pdf)
    Dec 15, 2011
  • ICI Follow-Up Letter to IRS on Funds Seeking Commodities Exposure (pdf)
    Sep 1, 2011
  • ICI Letter to IRS on Suspension of Rulings to Funds Seeking Commodities Exposure (pdf)
    Aug 18, 2011
  • ICI Letter to IRS and Treasury Requesting Guidance on the RIC Modernization Act of 2010 (pdf)
    Jun 30, 2011
  • IRS 2011-12 Guidance Priority List (pdf)
    Jun 1, 2011
  • ICI Letter Requesting Extension of IRS Guidance for Auction Rate Preferred Stock (pdf)
    Nov 3, 2010
  • ICI Submits Comments to the IRS on Stripping Transactions for Qualified Tax Credit Bonds
    May 20, 2010
  • ICI Supplemental Letter Requesting Extension of IRS Guidance on Auction Rate Preferred Stock (pdf)
    Sep 28, 2009
  • ICI Letter Requesting Extension Of IRS Guidance For Auction Rate Preferred Stock
    Sep 4, 2009
  • Institute Letter Requesting Extension of IRS Guidance on RIC Elective Stock Dividends
    Aug 19, 2009
  • ICI Submits Recommendations for Treasury/IRS 2009–2010 Business Plan (pdf)
    May 29, 2009
  • Institute Recommendations for 2007-2008 Treasury/IRS Guidance Priority List (pdf)
    May 31, 2007
  • Letter Seeking Guidance on Fund, Education Savings, and Retirement Security Issues (pdf)
    Apr 30, 2004
  • Comment Letter on Implementing Decreased Tax on Foreign Dividends (pdf)
    Jul 31, 2003
  • Attachment to Comment Letter on Implementing Decreased Tax on Foreign Dividends, August 2003
    Jul 21, 2003
  • Comment Letter on Proposal Addressing Abusive Tax Avoidance Transactions (pdf)
    Dec 20, 2002
  • Treasury, IRS Notices Provide Emergency Relief for Certain Taxpayers, September 2001
    Sep 18, 2001
  • IRS Finalizes Regulations Regarding Tax Consequences Of Euro Conversion, January 2001
    Jan 19, 2001
  • IRS Issues Guidance on Qualified Five-Year Gain Rules, November 2000
    Nov 2, 2000

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