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.

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.

Tax Forms, Notices, and Resources

Please consult the table below to determine when account information, notices, and general tax resources become available.

Item

Description

Available Online1

Release Date

Year-End Account Statement

Summary of all 2024 account activity
✓
 

Mid-January

Required Minimum Distribution Notice2

Notice of an obligation to take a minimum distribution from your IRA

  

Mid-January

IRS Form 1099-R

Reports distributions from IRAs and retirement plans
✓
 

Late January

IRS Form 1099-Q

Reports distributions from Coverdell ESAs
✓
 

Late January

Plain & Simple: Your Fund's Income from US Government Sources

% of 2024 income distributions from US government sources
✓
 

February

Plain & Simple: Pioneer Tax-Free Funds' Dividends

% of 2024 income distributions for investors in tax-exempt funds, by state
✓
 

February

IRS Form 1099-B

Reports redemptions from non-retirement accounts
✓
 

Mid-February

IRS Form 1099-DIV

Reports dividends and other distributions from non-retirement accounts
✓
 

Mid-February

IRS Form 5498-ESA

Reports contributions and rollovers made to Coverdell ESAs
✓
 

Mid-April

IRS Form 5498

Reports contributions and rollovers made to IRAs
✓
 

Mid-May

1The "Plain & Simple" resources are available to all investors, and can be found in the Tax Center on our public website.  All other items can be accessed by eligible registered investors through the Shareowner Account Login.

2Only mailed to owners of Amundi US IRAs who have reached their "required beginning date." Not mailed to owners of inherited IRAs.

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