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 2021 Tax Forms Mailing Schedule.

Tax Form	Estimated Online Posting Date	Mailed By (IRS Deadline)
Form 1099-R & 1099-Q	January 28, 2022	January 31, 2022
Form 1099-DIV (Closed End Funds & Virtus Stock)*	January 28, 2022	January 31, 2022
Form 1099-B (Closed End Funds & Virtus Stock)*	February 11, 2022	February 15, 2022
Composite Form 1099 (Open End Funds - Combines 1099-DIV & 1099-B)*	February 11, 2022	February 15, 2022
Form 1042S	March 11, 2022	March 15, 2022
Form 5498-ESA	April 29, 2022	May 2, 2022
Form 5498	May 27, 2022	May 31, 2022

*If extended, Tax Forms will be mailed within 30 days after the IRS deadline.