Pioneer will be mailing the following tax 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, please call our Client Services Department at 1-800-225-6292.
| Item |
Mailing to Shareowners... |
Mailing Date |
| Your Fund's 2012 Income from U.S. Government Sources |
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 |
| Your Cost Basis Information |
Who receive a 2012 Form 1099-B |
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 shareowners: To allow time to determine the tax status of distributions, your Form 1099-DIV and 1099-B will be mailed in late February. |
| Form 1099-B |
Who sold or exchanged shares from a non-retirement account (if available, cost basis information is now provided on Form 1099-B) |
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 |
| Pioneer Tax-Free Funds' 2012 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 70½ in 2012 or 2013 |
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 |
| |
