Pioneer will mail the following information to shareowners over the next few months. Please be sure to keep all of the tax forms that you receive from Pioneer, since we will be reporting the same information to the Internal Revenue Service. If you have any questions, you can find more tax information in Pioneer's online Tax Center, or call 1-800-225-6292.
| Item |
Mailing to Shareowners... |
Mailing Date |
Your Fund's 2009 Income
from U.S. Government Sources |
Who receive a Form 1099-DIV and are invested in select funds that 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 that 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 |
| 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 |
Late January |
| Required Minimum Distribution Notice |
With
retirement accounts and who turned 70½ in 2009 or will turn 70½ in 2010 |
Mid January |
| Form 5498-ESA |
With contributions or rollover to a Coverdell ESA |
April |
| Form 5498 |
With
contributions or rollovers to a retirement account |
May |
| Plain & Simple Pioneer Tax-Free Funds' 2009 Dividends by State |
Who have accounts in one of Pioneer's tax-free funds |
January |
| |
