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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 8397
10/31/2016 Pioneer Global Multisector Income Fund Non-taxable Distribution
10/31/2016 Pioneer Global High Yield Fund Non-taxable Distribution
03/18/2016
Pioneer Government Income Fund
Reorganization
10/31/2015 Pioneer Global High Yield Fund Non-taxable Distribution
08/7/2015 Pioneer Emerging Markets Local Currency Debt Fund Non-taxable Distribution
11/14/2014

Pioneer Ibbotson Aggressive Allocation Fund

Reorganization

10/31/2014

Pioneer Global High Yield Fund

Non-taxable Distribution

10/31/2014

Pioneer Emerging Markets Local Currency Debt Fund

Non-taxable Distribution

03/31/2014

Pioneer Dynamic Credit Fund

Non-taxable Distribution

10/31/2013

Pioneer Emerging Markets Local Currency Debt Fund

Non-taxable Distribution

06/7/2013

Pioneer Disciplined Growth Fund

Reorganization

06/7/2013

Pioneer Disciplined Value Fund

Reorganization

06/7/2013

Pioneer Research Fund

Reorganization

06/7/2013

Pioneer Select Mid Cap Growth Fund

Reorganization