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