ICI Supplemental Tax Information

These Investment Company Institute (ICI ) standardized files are made available each year in January for the prior tax year.

Year Download 
2018 ICI Primary Layout Click Here
2017 ICI Primary Layout Click Here
2016 ICI Primary Layout Click Here
2015 ICI Primary Layout  Click Here
2014 ICI Primary Layout  Click Here
2013 ICI Primary Layout Click Here
2012 ICI Primary Layout Click Here

For specific tax advice, we recommend you speak with a qualified tax professional.