Account information
2010 Tax Form Mailing SchedulePioneer will be mailing the following tax information to shareowners for Tax Year 2009 over the next few months. If you have any questions, please call our Client Services Department at 1-800-225-6292. You can find more tax information in Pioneer's online Tax Center. Visit pioneerinvestments.com/taxcenter. |
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| Item | Mailing to Shareowners... | Mailing Date |
| Your Fund's 2009 Government Income | 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 |
| Plain & Simple Your Cost Basis Statement |
Who receive a 2009 Cost Basis Statement | January |
| Cost Basis Statement | Who sold or exchanged shares from non-retirement accounts in 2009 and are eligible to receive Pioneer's Cost Basis Statement | 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 |
| * Important note for Pioneer Real Estate Shares Fund shareowners: To allow time to determine the tax status of distributions, your Form 1099-DIV and Cost Basis Statements will be mailed in late February. | ||
| Form 1099-B | Who sold or exchanged shares from a non-retirement account | 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 |
| Form 1099-INT | Who received $10 or more in exempt interest dividend distributions, either in cash or reinvested in their accounts; consolidated form for investors with more than one account | |
| Plain & Simple Pioneer Tax-Free Funds' 2009 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 70¹2; in 2009 or 2010 | Mid-January |
| Form 5498-ESA | With contributions or rollovers to a Coverdell ESA | April |
| Form 5498 | With contributions or rollovers to a retirement account | May |