Fund Tax Pro
PCDIX New Mexico (NM) exempt-interest percentage, tax year 2025
PIMCO California Short Duration Municipal Income Fund is a California fund. A New Mexico 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 |
|---|---|---|
| New Mexico share of exempt-interest dividends, 2025 | ••.••% | 2025 PIMCO Tax Information Page 9. State and Territory Detail |
Working out PCDIX state deductibility in New Mexico
Preparers looking up PCDIX for a New Mexico return usually start with the fund's New Mexico percentage. Multiply it by the exempt-interest dividends in Box 12 of Form 1099-DIV to get the New Mexico 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 New Mexico, the calculation, the document title (2025 PIMCO Tax Information) and page 9. Subscribers can also download PIMCO's document itself.