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2009 Tax Center
If you were an Invesco Aim shareholder during 2009, you should receive forms, statements and information reports pertaining to your 2009 Invesco Aim investments.
| Tax Resource |
Description |
| Tax Guide (PDF) Late- December |
The Invesco Aim guide to completing your tax return. |
| Scheduled tax mailings (PDF) Late- December |
This section of the guide includes details on the various tax forms issued to shareholders as well as the mailing schedule. |
| Direct deposit refund (PDF) Late- December |
You will want to review this section to get information on how to have your IRS refund sent to your Invesco Aim account. It's an easy way to invest! |
| Tax-advantaged investment plans (PDF) Late- December |
This section will be a handy reference to familiarize you with the basics on IRA accounts as well as the Coverdell Education Savings account. |
| IRS ready reference tools (PDF) Late- December |
Visit this portion of the guide to get IRS resource information, including phone numbers. |
| Glossary of tax and investment terms (PDF) Late- December |
This glossary will be the helping hand you need to find more details on various tax terms. |
| State/Territory Exempt Dividends (PDF) Late- January |
This document is used to help identify state tax liabilities for states that allow special treatment for earning derived from federal obligations. |
| US Government Obligations (PDF) Late- January |
This document is used to identify federal interest earnings derived from government obligations to assist with state tax liability calculations. |
| Foreign Tax Credit (PDF) Late- January |
This document is used to help identify foreign tax credits certain funds elected to pass through to shareholders in dividends. |
An extension request for Form 1099-DIV for the AIM Select Real Estate Income Fund, AIM Real Estate Fund and AIM Global Real Estate Fund was submitted for February 27, 2010. Due to this extension, the original Form 1099-DIV for these three funds will be received separately from any other Form 1099-DIV you may receive.
None of the information in the Tax Center should be considered tax or legal advice. You should consult your legal or tax advisor for information concerning your individual situation.
The forms and statements shown in the Tax Center are for illustrative purposes only. Prices and per share values may not be the actual prices and values for the dates and accounts shown. CUSIP and federal tax identification numbers are not the actual numbers assigned to AIM funds.
If you have questions about any of the forms you've received from Invesco Aim, please call one of our Client Services representatives toll-free at 800.959.4246, Monday through Friday, 7:00 a.m. to 6:00 p.m. CST, or contact us via email.
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