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Get Virtus Tax Form 1099-R 2013

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

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