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. 

  

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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.

Tax
Center IRS Form
8937 1099 and 1099 DIV
Additional Information Mailing
Schedule

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
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

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
Pioneer Tax-Free Funds' Dividends by State

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.

Untitled Document

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