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