November 22, 1989 TO: OPERATIONS MEMBERS NO. 34-89 PENSION MEMBERS NO. 50-89 TRANSFER AGENT ADVISORY COMMITTEE NO. 30-89 RE: IRS REVISIONS TO FORMS W-2P AND 1099-R FOR 1990 __________________________________________________________ Attached is a copy of IRS Announcement 89-151, which...

November 22, 1989 TO: INVESTMENT ADVISERS COMMITTEE NO. 48-89 BAILEY-WILSON SUBCOMMITTEE RE: DECEMBER 6 MEETING TO INCLUDE DISCUSSION ON RECIPROCAL REGISTRATION OF INVESTMENT ADVISERS IN THE U.S. AND U.K. __________________________________________________________ As we have previously...

November 21, 1989 TO: TAX MEMBERS NO. 45-89 OPERATIONS MEMBERS NO. 33-89 UNIT INVESTMENT TRUST MEMBERS NO. 63-89 CLOSED-END FUND MEMBERS NO. 64-89 TRANSFER AGENT ADVISORY COMMITTEE NO. 29-89 ACCOUNTING/TREASURERS COMMITTEE NO. 51-89 RE: IRS REVENUE PROCEDURE ON FORM 1042S MAGNETIC...

November 21, 1989 TO: TAX COMMITTEE NO. 20-89 RE: INSTITUTE STATEMENT TO HOUSE WAYS AND MEANS SUBCOMMITTEE REGARDING MISCELLANEOUS REVENUE ISSUES __________________________________________________________ The House Ways and Means Subcommittee on Select Revenue Measures recently held a...

November 21, 1989 TO: PENSION COMMITTEE NO. 17-89 RE: INSTITUTE REQUEST FOR IRS INFORMATION LETTER CONCERNING REVENUE PROCEDURE 89-52 __________________________________________________________ At its recent meeting, the Pension Committee formed a subcommittee to discuss operational...

November 21, 1989 TO: UNIT INVESTMENT TRUST COMMITTEE NO. 79-89 RE: INSTITUTE SUBMISSION TO SEC ON UIT YIELD FORMULA __________________________________________________________ At meetings held on November 9 and November 20, a joint task force consisting of representatives of the Unit...

November 21, 1989 TO: TAX COMMITTEE NO. 19-89 CLOSED-END FUND COMMITTEE NO. 51-89 INTERNATIONAL FUNDS TASK FORCE NO. 19-89 ACCOUNTING/TREASURERS COMMITTEE NO. 50-89 RE: INSTITUTE COMMENTS ON SECTION 988 REGULATIONS __________________________________________________________ As we...

November 21, 1989 TO: TAX MEMBERS NO. 44-89 ACCOUNTING/TREASURERS COMMITTEE NO. 49-89 RE: INSTITUTE COMMENTS ON APPLICATION OF REGULATIONS UNDER SECTIONS 382 AND 383 TO MUTUAL FUNDS __________________________________________________________ As you may know, concerns have arisen that...

November 20, 1989 TO: CLOSED-END FUND MEMBERS NO. 63-89 RE: NO-ACTION LETTER PERMITTING A CLOSED-END FUND'S DIVIDEND REINVESTMENT PLAN TO ACQUIRE NEWLY ISSUED SHARES WITHOUT REGISTRATION UNDER THE 1933 ACT __________________________________________________________ The Division of...

November 20, 1989 TO: PUBLIC INFORMATION COMMITTEE NO. 36-89 RE: Print Media List __________________________________________________________ Enclosed is a corrected version of the print media list we sent you last week. Due to a printing mistake, a page was omitted from the original...