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Tax law & IRS updates · Oct 6, 2026

Rev. Rul. 2026-20 & Notice 2026-62: IRS Says Some §351 ETF Conversions Are Taxable—What RSU and Concentrated-Stock Investors Should Check | YCL | YCL CPA

On September 28, 2026 the IRS issued Rev. Rul. 2026-20, treating certain §351 ETF conversions as taxable exchanges, and Notice 2026-62, flagging other tax-aware fund strategies with possible retroactive guidance and comments due October 28, 2026. Here is a Cary/RTP checklist for RSU holders and concentrated-stock investors before signing or filing.

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