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.