Home Policy Priorities Taxes U.S. Taxation of Mutual Funds & Shareholders
- Focus on Funds: Fund Fees Continue Decades-Long Decline
Mar 27, 2020
- 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 InvestorsFeb 5, 2016
- All Pain and No Gain for Fund InvestorsFeb 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
