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Committee

Tax Advisory Committee

The Tax Advisory Committee deals with legislative, regulatory, and compliance issues (in federal, state, and international contexts) affecting the taxation of investment companies and their shareholders.
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Memo#
36017

ICI 2025 Swiss Reclaims Survey

ICI is surveying members regarding their experience with dividend tax withholding reclaims in Switzerland. In recent years, US regulated investment companies and collective investment trusts have experienced difficulties claiming treaty benefits to which they are entitled. These...
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Memo#
35737

FOR REVIEW: Draft 2024 ICI Spreadsheets for Year-End Tax Reporting

ICI has drafted the 2024 ICI Spreadsheets for year-end tax reporting, including the Primary Layout (used to populate IRS Form 1099-DIV), the Secondary Layout (used for state tax reporting and other relevant tax-related items), and the NRA Layout (used to populate IRS Form 1042-S)...
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Comment Letter

ICI Letter to IRS regarding Web Posting of Form 8937 (pdf)

By Electronic Delivery April 24, 2012 Emily S. McMahon Hon. Douglas Shulman Acting Assistant Secretary for Tax Policy Commissioner U.S. Department of the Treasury Internal Revenue Service 1500 Pennsylvania Avenue, NW 1111 Constitution Avenue NW Washington, DC 20220 Washington, DC...
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Comment Letter

ICI Comment Letter on Cost Basis Reporting (pdf)

By Electronic Delivery July 28, 2011 Emily S. McMahon William J. Wilkins Deputy Assistant Secretary for Tax Policy Chief Counsel U.S. Department of the Treasury Internal Revenue Service 1500 Pennsylvania Avenue, NW 1111 Constitution Avenue NW Washington, DC 20220 Washington, DC 20224...