Tax Center: Mailing Schedule
Effective tax planning can help you manage your investment strategy. We provide information and tools to guide you through the process.
Below is the 2023 Tax Forms Mailing Schedule.
| Tax Form | Estimated Online Posting Date | Mailed By (IRS Deadline) |
| Form 1099-R & 1099-Q | January 30, 2024 | January 31, 2024 |
| Form 1099-DIV (Closed End Funds & Virtus Stock)* | January 30, 2024 | January 31, 2024 |
| Form 1099-B (Closed End Funds & Virtus Stock)* | February 14, 2024 | February 15, 2024 |
| Composite Form 1099 (Open End Funds - Combines 1099-DIV & 1099-B)* | February 14, 2024 | February 15, 2024 |
| Form 1042S | March 14, 2024 | March 15, 2024 |
| Form 5498-ESA | April 29, 2024 | April 30, 2024 |
| Form 5498 | May 30, 2024 | May 31, 2024 |
*If extended, Tax Forms will be mailed within 30 days after the IRS deadline.