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Get Virtus Tax Form 1099-R 2020

Nt plan account with a taxable distribution in Virtus Mutual Funds, you will receive one consolidated Form 1099-R. If you have more than one type of retirement account with us for example, a Traditional IRA and a Roth IRA separate Forms 1099-R will be produced for distributions from each type of retirement account. Please note: BNY Mellon Investment Servicing Trust Company provides custodial and administrative services for your Virtus retirement account. We do not report distributions.

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