Skip to main content.

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 2020 Tax Forms Mailing Schedule.

Tax Form Estimated Online Posting Date Mailed By (IRS Deadline)
Form 1099-R & 1099-Q January 29, 2021 February 1, 2021
Form 1099-DIV (Closed End Funds & Virtus Stock)* January 29, 2021 February 1, 2021
Form 1099-B (Closed End Funds & Virtus Stock)* February 12, 2021 February 16, 2021
Composite Form 1099 (Open End Funds - Combines 1099-DIV & 1099-B)* February 12, 2021 February 16, 2021
Form 1042S March 12, 2021 March 15, 2021
Form 5498-ESA April 29, 2021 April 30, 2021
Form 5498* May 28, 2021 June 1, 2021

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