Investor Account Access
Investor access to Shareowner accounts and Closed End Funds accounts.
Tax Center
Explore our 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 US Client Services Representative can help you.
Please call us at 800-225-6292.
Amundi US 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 | For Shareowners... | Available Online |
|---|---|---|
|
Plain & Simple |
Who receive a Form 1099-DIV and are invested in select funds that distribute income which may be exempt from state and local taxes |
February |
| 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 |
Mid-February |
| Form 1099-B |
Who sold or exchanged shares from a non-retirement account in the prior tax year (if available, cost basis information is provided on Form 1099-B) |
Mid-February |
| 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 |
|
Plain and Simple |
Who have accounts in one of Pioneer's tax-free funds |
February |
| Required Minimum Distribution Notice |
Who own IRAs and whose required beginning date (RBD) for receiving required minimum distributions (RMDs) is in the current calendar 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 financial professional or Amundi US 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 Distributor US, Inc.
60 State Street, Boston, MA 02109
Underwriter of Pioneer mutual funds, Member
SIPC.
Not FDIC insured | May lose value | No bank guarantee Amundi Asset Management US, Inc. Form CRS Amundi Distributor US, Inc. Form CRS