Fund Tax Pro
VTN Massachusetts (MA) exempt-interest percentage, tax year 2025
Invesco Trust for Investment Grade New York Municipals is a New York fund. A Massachusetts return is an unusual match, so confirm the fund and the client's state before relying on a figure.
| Item | Published figure | Fund company source |
|---|---|---|
| Massachusetts share of exempt-interest dividends, 2025 | ••.••% | Important 2025 Tax Return Document: Invesco Closed-End Funds Page 3. Income Breakdown: closed-end national funds |
| Federal AMT percentage, 2025 | ••.••% | Important 2025 Tax Return Document: Invesco Closed-End Funds Page 2 |
Working out VTN state deductibility in Massachusetts
Preparers looking up VTN for a Massachusetts return usually start with the fund's Massachusetts percentage. Multiply it by the exempt-interest dividends in Box 12 of Form 1099-DIV to get the Massachusetts portion. Fund Tax Pro supplies the published percentage, the calculation and the source; the preparer decides how it is treated on the return.
Backup for the client file
The backup PDF records VTN's tax year 2025 percentage for Massachusetts, the calculation, the document title (Important 2025 Tax Return Document: Invesco Closed-End Funds) and page 3. Subscribers can also download Invesco's document itself.