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


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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
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
 
 

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