Tax Center

 

Explore Amundi Pioneer's Tax Center for supplemental tax related information you may need. These materials are not intended to replace the advice of a qualified attorney, tax adviser, investment professional, or insurance agent. Before making any financial commitment regarding your tax situation, consult with the appropriate professional adviser.

  

Need Assistance?

If you are encountering any problems accessing your accounts, an Amundi Pioneer Client Services Representative can help you.

Please Call:
Uni-K Plans:  866-622-7815
All other accounts: 800-225-6292 

2019 Tax Information

2019 Estimated Capital Gains Distributions

2018 Tax Information

2018 Estimated Capital Gains Distributions  

2018 Tax-Free Funds' Dividends

2018 Income From U.S. Government Sources

2018 Alternative Minimum Tax

2018 Dividends Received Deduction

2018 Qualified Dividends

2018 Qualified Interest Income

Real Estate Shares 1099 Notice

2018 Pioneer Closed-End Tax-Free Funds’ Dividends

2017 Tax Information

Final Estimated Capital Gains 2017 Notice

Final 2017 Capital Gain Distributions

2017 Alternative Minimum Tax

2017 Tax-Free Funds’ Dividends

2017 Income from U.S. Government Sources

2017 Dividends Received Deduction

2017 Qualified Dividends

2017 Real Estate Shares 1099 Notice

Pioneer Closed-End Funds' Tax-Free Dividends

2016 Tax Information

Final 2016 Capital Gain Distributions

2016 Income from U.S Government Sources

2016 Alternative Minimum Tax

2016 Closed-End Tax-Free Funds' Dividends

2016 Qualified Dividends

2016 Tax-Free Funds' Dividends

2016 Dividends Received Deduction

Access

IRS Form 8937 - Report of Organizational Actions Affecting Basis of Securities

Regulated Investment Companies (mutual funds) are required to report on Internal Revenue Service (IRS) Form 8937 organizational actions that affect the basis of the securities involved in an organizational action. Two common types of organizational actions for a mutual fund include tax-free reorganizations and nontaxable distributions.

Date

Fund

Type of Action

Download Form

3/31/2019

Pioneer Dynamic Credit Fund

Non-taxable Distribution

12/31/2018

Pioneer Real Estate Shares

Non-taxable Distribution

12/31/2018

Pioneer Strategic Income VCT Portfolio

Non-taxable Distribution

10/31/2018

Pioneer Global Multisector Income Fund

Non-taxable Distribution

09/30/2018

Pioneer Strategic Income Fund

Non-taxable Distribution

1/26/2018

Pioneer Solutions – Conservative Fund

Reorganization

1/26/2018

Pioneer Solutions – Growth Fund

Reorganization

11/17/2017

Pioneer Emerging Markets Fund

Reorganization

10/31/2017

Pioneer Global Multisector Income Fund

Non-taxable Distribution

10/31/2017

Pioneer Global High Yield Fund

Non-taxable Distribution

09/30/2017

Pioneer Strategic Income Fund

Non-taxable Distribution

10/31/2016

Pioneer Global Multisector Income Fund

Non-taxable Distribution

10/31/2016

Pioneer Global High Yield Fund

Non-taxable Distribution

03/18/2016

Pioneer Government Income Fund

Reorganization

10/31/2015

Pioneer Global High Yield Fund

Non-taxable Distribution

08/07/2015

Pioneer Emerging Markets Local Currency Debt Fund

Non-taxable Distribution

11/14/2014

Pioneer Ibbotson Aggressive Allocation Fund

Reorganization

10/31/2014

Pioneer Global High Yield Fund

Non-taxable Distribution

10/31/2014

Pioneer Emerging Markets Local Currency Debt Fund

Non-taxable Distribution

03/31/2014

Pioneer Dynamic Credit Fund

Non-taxable Distribution

10/31/2013

Pioneer Emerging Markets Local Currency Debt Fund

Non-taxable Distribution

06/07/2013

Pioneer Disciplined Growth Fund

Reorganization

06/07/2013

Pioneer Disciplined Value Fund

Reorganization

06/07/2013

Pioneer Research Fund

Reorganization

06/07/2013

Pioneer Select Mid Cap Growth Fund

Reorganization

1099-DIV Additional Information

1099-DIV forms are not issued for accounts which have received less than $10 in total distributions (dividends and capital gain distributions) either in cash or reinvested in the account. However, if federal income tax is withheld from distributions on the account, a 1099-DIV is issued regardless of the total distribution amount.

If you do not receive a 1099-DIV form showing the total distributions (dividends and/or capital gains) for your account, you can utilize the information on your year-end statement when completing your tax return.

1099 Online Downloads

You can download select 1099 tax information for your Amundi Pioneer accounts directly into TurboTax® return via our website. The 1099 tax information is based on the most current tax data available and could change due to tax amendments or transaction revisions. If you have specific questions regarding the preparation of your tax return, contact your tax advisor or the IRS.

Amundi Pioneer is not affiliated with TurboTax.

The information on this site and the pamphlets that you've received through the mail may not be specific to your personal tax situation, so please consult your tax or investment professional. This material is not intended to replace the advice of a qualified attorney, tax adviser, investment professional, or insurance agent. Before making any financial commitment regarding the issues discussed here, consult with the appropriate professional advisor.

Amundi Pioneer will be mailing the following tax information to shareowners over the next few months. Please be sure to keep all of the tax forms that you receive from us, since we will be reporting the same information to the Internal Revenue Service. If you have any questions, please call our Client Services Department at 1-800-225-6292.

Mailing Schedule

Item

Mailing to Shareowners...

Mailing Date

Your Fund's Income From U.S. Government Sources

Who receive a Form 1099-DIV and are invested in select funds that distribute income which may be exempt from state and local taxes

January

Your Cost Basis Information

Who receive a Form 1099-B

January

Year-End Account Statement

In all Pioneer funds

Mid January

Form 1099-DIV*

Who received $10 or more in dividends or capital gains distributions, either in cash or reinvested in their accounts; consolidated form for investors with more than one account

Late January

Form 1099-B

Who sold or exchanged shares from a non-retirement account (if available, cost basis information is now provided on Form 1099-B)

Late January

Form 1099-R

Who redeemed shares from an Individual Retirement Account or other retirement plan account

Late January

Form 1099-Q

Who redeemed shares from a Coverdell ESA

Late January

Pioneer Tax-Free Funds' Dividends by State

Who have accounts in one of Pioneer's tax-free funds

January

Required Minimum Distribution Notice

With retirement accounts and who turned 70½ within Tax Year

Mid January

Form 5498-ESA

With contributions or rollover to a Coverdell ESA

April

Form 5498

With contributions or rollovers to a retirement account

May

* Important note for Pioneer Real Estate Shares shareowners: To allow time to determine the tax status of distributions, your Form 1099-DIV and 1099-B will be mailed in late February.

Before investing, consider the product's investment objectives, risks, charges and expenses. Contact your advisor or Amundi Pioneer for a prospectus or summary prospectus containing this information. Read it carefully. To obtain a free prospectus or summary prospectus and for information on any Pioneer fund, please download it from our  literature section.

Securities offered through Amundi Pioneer Distributor, Inc., 
60 State Street, Boston, MA. 02109. 
Underwriter of Pioneer mutual funds, Member  SIPC.  

Not FDIC insured | May lose value | No bank guarantee