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.