Individual Investors

Tax Center

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.

2016 Year-End Distribution Estimates as of 10/25/2016

Filing Your 2015 Taxes   Coming Soon - Information for Filing Your 2016 Taxes
Tables, forms and reference materials for the 2015 tax year.

Tax Form Reference
A list and explanation of the types of tax forms Virtus Investment Partners provides to their mutual fund shareholders.

New - Important Changes to Cost Basis Reporting
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.

Tax-Related Glossary
Don't understand a term? Here are some important topics.

Related Sections

Personal Tax Forms and Year-End Account Statement (Account Access required)