Investor Account Access
Investor access to shareowner accounts, Uni-K accounts, and others.
Tax Center
Explore our Tax Center for supplemental tax related information you may need. These materials are not intended to replace the advice of a qualified attorney, tax adviser, investment professional, or insurance agent. Before making any financial commitment regarding your tax situation, consult with the appropriate professional adviser.
Need Assistance?
If you are encountering any problems accessing your accounts, an Amundi US Client Services Representative can help you.
Please Call:
Uni-K Plans: 866-622-7815
All other accounts: 800-225-6292
 |
Frequently Asked Questions about the CARES ActA guide to understanding the Coronavirus Aid, Relief and Economic Security (CARES) Act, concerning the relief provided for IRA owners and retirement plan participants. |
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 | Download Form |
|---|---|---|---|
| 10/31/2020 |
Pioneer Global High Yield Fund |
Non-taxable Distribution |
 |
| 9/25/2020 |
Pioneer Corporate High Yield Fund |
Reorganization |
|
| 3/31/2020 |
Pioneer Dynamic Credit Fund |
Non-taxable Distribution |
|
| 10/31/2019 |
Pioneer Global High Yield Fund |
Non-taxable Distribution |
|
| 10/31/2019 |
Pioneer Global Multisector Income Fund |
Non-taxable Distribution |
|
| 9/30/2019 |
Pioneer Strategic Income Fund |
Non-taxable Distribution |
|
| 3/31/2019 |
Pioneer Dynamic Credit Fund |
Non-taxable Distribution |
|
| 12/31/2018 |
Pioneer Real Estate Shares |
Non-taxable Distribution |
|
| 12/31/2018 |
Pioneer Strategic Income VCT Portfolio |
Non-taxable Distribution |
|
| 10/31/2018 |
Pioneer Global Multisector Income Fund |
Non-taxable Distribution |
|
| 09/30/2018 |
Pioneer Strategic Income Fund |
Non-taxable Distribution |
|
| 1/26/2018 |
Pioneer Solutions – Conservative Fund |
Reorganization |
|
| 1/26/2018 |
Pioneer Solutions – Growth Fund |
Reorganization |
|
| 11/17/2017 |
Pioneer Emerging Markets Fund |
Reorganization |
|
| 10/31/2017 |
Pioneer Global Multisector Income Fund |
Non-taxable Distribution |
|
| 10/31/2017 |
Pioneer Global High Yield Fund |
Non-taxable Distribution |
|
| 09/30/2017 |
Pioneer Strategic Income Fund |
Non-taxable Distribution |
|
| 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 |
|
| 08/07/2015 |
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 |
|
| 06/07/2013 |
Pioneer Disciplined Growth Fund |
Reorganization |
|
| 06/07/2013 |
Pioneer Disciplined Value Fund |
Reorganization |
|
| 06/07/2013 |
Pioneer Research Fund |
Reorganization |
|
| 06/07/2013 |
Pioneer Select Mid Cap Growth Fund |
Reorganization |
|
1099-DIV Additional Information
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.
1099 Online Downloads
You can download select 1099 tax information for your Amundi US 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.
Amundi US is not affiliated with TurboTax.
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.
Amundi US 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 us, 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.
Mailing Schedule
| 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 |
| 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 |
Historically April In 2020, July due to IRS extension |
| Form 5498 |
With contributions or rollovers to a retirement account |
Historically May In 2020, August due to IRS extension |
* 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.
Before investing, consider the product's investment objectives, risks, charges and expenses. Contact your financial professional or Amundi US 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 from our literature section.
Securities offered through Amundi Distributor US, Inc.
(Formerly Amundi Pioneer Distributor, Inc.)
60 State Street, Boston, MA 02109
Underwriter of Pioneer mutual funds, Member
SIPC.
Not FDIC insured | May lose value | No bank guarantee