Pioneer Investments: Pioneer Online Tax Center

Tax Center
IRS Form 8937
Mailing Schedule
Final 2014 Cap. Gain Distributions
Home My Account Tax Center Mailing Schedule Printable Version
Pioneer Online Tax Center

Mailing Schedule

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 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 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' 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 within Tax Year 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

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.

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