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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How to fill out the Virtus Tax Form 1099-R online
Filing your Virtus Tax Form 1099-R online is a straightforward process. This guide provides clear, step-by-step instructions to help you navigate each section of the form with confidence and ease.
Follow the steps to complete your Virtus Tax Form 1099-R online.
- Click ‘Get Form’ button to download the Virtus Tax Form 1099-R and open it for editing.
- Locate the 'Recipient's Name and Address' section and fill in your name and address as they appear on your records.
- In the 'Recipient's TIN' field, enter your Tax Identification Number accurately.
- Fill out the 'Payer's Name' and 'Payer's TIN' sections with the details of Virtus Mutual Funds as provided in the form.
- Complete the 'Gross Distribution' field by entering the total amount you withdrew from your retirement account.
- In the 'Taxable Amount' section, specify the portion of the distribution that is subject to tax.
- If applicable, indicate any federal income tax withheld in the designated field.
- Finish by reviewing all entries for accuracy and completeness. Once satisfied, you can save your changes, download, print, or share the completed form.
Complete your Virtus Tax Form 1099-R online today for a seamless filing experience.
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