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2014 tax information
Important Notice Regarding Rollover Rules
Final Capital Gain Distributions
2014 Cost Basis Reporting
Your Funds' 2014 Income From U.S. Government Sources
2014 Alternative Minimum Tax
Pioneer Tax-Free Funds' 2014 Dividends
(Sources of 2014 Income Distributions by State)
Pioneer Closed-End Tax-Free Funds' 2014 Dividends
2014 Qualified Dividends
Dividends Received Deduction
(% of Income Distributions that qualify for the
Corporate Dividends Received Deduction)
Important Information about Pioneer Real Estate Shares
Important note: 1099-DIV forms are not issued for accounts which have received less than $10 in total distributions (dividends and capital gain distributions) either in cash or reinvested in the account. However, if federal income tax is withheld from distributions on the account, a 1099-DIV is issued regardless of the total distribution amount.
If you do not receive a 1099-DIV form showing the total distributions (dividends and/or capital gains) for your account, you can utilize the information on your year-end statement when completing your tax return.
You can download select 1099 tax information for your Pioneer accounts directly into TurboTax® return via our website. The 1099 tax information is based on the most current tax data available and could change due to tax amendments or transaction revisions. If you have specific questions regarding the preparation of your tax return, contact your tax advisor or the IRS.
The information on this site and the pamphlets that you've received through the mail may not be specific to your personal tax situation, so please consult your tax or investment professional. This material is not intended to replace the advice of a qualified attorney, tax adviser, investment professional, or insurance agent. Before making any financial commitment regarding the issues discussed here, consult with the appropriate professional advisor.