Fund Tax Pro
PCDIX Massachusetts (MA) exempt-interest percentage, tax year 2025
PIMCO California Short Duration Municipal Income Fund is a California fund. A Massachusetts return is an unusual match, so confirm the fund and the client's state before relying on a figure.
| Item | Published figure | Fund company source |
|---|---|---|
| Massachusetts share of exempt-interest dividends, 2025 | ••.••% | 2025 PIMCO Tax Information Page 9. State and Territory Detail |
Working out PCDIX state deductibility in Massachusetts
Preparers looking up PCDIX for a Massachusetts return usually start with the fund's Massachusetts percentage. Multiply it by the exempt-interest dividends in Box 12 of Form 1099-DIV to get the Massachusetts portion. Fund Tax Pro supplies the published percentage, the calculation and the source; the preparer decides how it is treated on the return.
Backup for the client file
The backup PDF records PCDIX's tax year 2025 percentage for Massachusetts, the calculation, the document title (2025 PIMCO Tax Information) and page 9. Subscribers can also download PIMCO's document itself.