Tax Planning Resources from Virtus Investment Partners
Effective tax planning can help you manage your investment strategy. We provide information and tools to guide you through the process - and we give you access to current tax information.
Tables, forms and reference materials for the 2011 tax year.
A list and explanation of the types of tax forms Virtus Investment Partners provides to their mutual fund shareholders.
The Emergency Economic Stabilization Act of 2008 includes new requirements, effective January 1, 2012, for mutual fund companies regarding Cost Basis and Internal Revenue Service Reporting.
Additional resources to help with planning the 2011 tax year.