Are there any tax implications associated with investing with Invesco?
Yes, there are tax implications associated with investing with Invesco. The specific tax implications can vary depending on the type of investment and the investor's individual circumstances. When investing in funds, investors may be subject to taxable distributions, such as dividends or capital gains, which are reported on Form 1099-DIV. Invesco also offers tax-managed funds, designed to minimize tax liabilities by actively managing the portfolio's tax exposure. Additionally, investors may have tax consequences when buying or selling investments, such as capital gains or losses. It is advisable for investors to consult with a tax advisor or accountant to fully understand their own tax situation and any potential tax implications associated with investing with Invesco.
Answered Nov 2, 2023
Need further help?
Type out your followup or related question and we will get you an answer right away.
Need to call Invesco?
If you need to call Invesco customer service, now that you have the answers
that you needed, click the button below. You can either call them on your phone or use our
free AI-powered phone to dial for you, get a rep for you, and more.
Call Invesco