Aimco Announces 2025 Dividend Income Tax Allocation
In a recent announcement, the Apartment Investment and Management Company, commonly known as Aimco (NYSE: AIV), outlined the federal income tax allocation for its dividends to be distributed in 2025. This information is crucial for shareholders as it determines their tax obligations regarding the returns they will receive from their investments.
Key Distribution Details
Aimco provided a summary table highlighting its Class A Common Stock distributions. These allocations are vital for investors, detailing how the distributed funds will be categorized for tax purposes:
- - Record Date: 1/14/25
- - Payable Date: 1/31/25
- - Distribution per Share: $0.60
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Total Ordinary Dividends: 0.00%
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Total Capital Gain Distribution: 100.00%
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Return of Capital: 0.00%
- - Record Date: 9/30/25
- - Payable Date: 10/15/25
- - Distribution per Share: $2.23
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Total Ordinary Dividends: 0.00%
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Total Capital Gain Distribution: 100.00%
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Return of Capital: 0.00%
The annual figures reveal an overall distribution of
$2.83 per share, categorized entirely as capital gains distribution, which holds implications for tax treatment under various regulations.
Understanding the Tax Implications
Aimco disclosed that the tax character of the distributions, while indicative, is calculated with the most accurate information available as of the press release date. The company also advised shareholders that tax regulations can vary at the state and local levels, differing from federal tax laws. This variability necessitates careful tax planning and potentially consulting with tax advisors to navigate individual obligations effectively.
Context: Strategic Review and Future Considerations
This 2025 distribution announcement is presented just before Aimco's Board of Directors finalizes its strategic review. Shareholders will be particularly attentive to developments regarding Aimco's