Pioneer Investments: IRS Form 8937 - Report of Organizational Actions Affecting Basis of Securities

Tax Center
IRS Form 8937
Mailing Schedule
Final 2014 Cap. Gain Distributions
Home My Account Tax Center IRS Form 8937 Printable Version
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 Form 8937
3/31/2014 Pioneer Dynamic Credit Fund Non-taxable Distribution
10/31/2013 Pioneer Emerging Markets Local Currency Debt Fund Non-taxable Distribution
6/7/2013 Pioneer Disciplined Growth Fund Reorganization
6/7/2013 Pioneer Disciplined Value Fund Reorganization
6/7/2013 Pioneer Research Fund Reorganization
6/7/2013 Pioneer Select Mid Cap Growth Fund Reorganization

Before investing, consider the product's investment objectives, risks, charges and expenses. Contact your advisor or Pioneer Investments 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 here.

U.S. Home | Global Home | Site Map | Careers | Privacy and Security | Legal | Business Continuity
Securities offered through Pioneer Funds Distributor, Inc., 60 State Street, Boston, MA. 02109. Underwriter of Pioneer mutual funds, Member SIPC © 2014 Pioneer Investments.