[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"detail-sidebar-cat-1-en-105":3,"doc-seo-301279-105":53,"doc-detail-301279-en":126},{"code":4,"msg":5,"data":6},0,"success",[7,14,19,24,29,34,39,44,49],{"id":8,"doc_module":9,"doc_module_name":10,"category_name":11,"show_sort_weight":12,"slug":13},11,1,"Template","Presentations",90,"presentations",{"id":15,"doc_module":9,"doc_module_name":10,"category_name":16,"show_sort_weight":17,"slug":18},12,"Resumes",80,"resumes",{"id":20,"doc_module":9,"doc_module_name":10,"category_name":21,"show_sort_weight":22,"slug":23},14,"Invoices",70,"invoices",{"id":25,"doc_module":9,"doc_module_name":10,"category_name":26,"show_sort_weight":27,"slug":28},15,"Posters",60,"posters",{"id":30,"doc_module":9,"doc_module_name":10,"category_name":31,"show_sort_weight":32,"slug":33},16,"Social Media",50,"social-media",{"id":35,"doc_module":9,"doc_module_name":10,"category_name":36,"show_sort_weight":37,"slug":38},17,"Forms",40,"forms",{"id":40,"doc_module":9,"doc_module_name":10,"category_name":41,"show_sort_weight":42,"slug":43},18,"Letters",30,"letters",{"id":45,"doc_module":9,"doc_module_name":10,"category_name":46,"show_sort_weight":47,"slug":48},21,"Paper Templates",5,"papers-templates",{"id":50,"doc_module":9,"doc_module_name":10,"category_name":51,"show_sort_weight":4,"slug":52},158,"General","general-158",{"code":4,"msg":54,"data":55},"ok",{"site_id":56,"language":57,"slug":58,"title":59,"keywords":60,"description":61,"schema_data":62,"social_meta":119,"head_meta":121,"extra_data":123,"updated_unix":125},105,"en","2025-tax-form-1099-r-distributions-from-retirement-plans","2025 Tax Form 1099-R - Distributions from Retirement Plans","","2025 Form 1099-R provides reporting for full and partial taxable distributions from mutual fund retirement plan accounts. It explains when a consolidated versus separate forms are issued across retirement plan types, and clarifies that BNY Mellon Investment Servicing Trust Company reports for Virtus-held accounts only. The document details distribution triggers, including rollovers, cash dividends, multiple distributions aggregated by IRS codes, IRA conversions to Roth, and trustee-to-trustee transfers. It also notes year-end statements issued in January 2026 and includes IRS Circular 230 disclosure and tax-advice limitations.",{"@graph":63,"@context":118},[64,80,101],{"@type":65,"itemListElement":66},"BreadcrumbList",[67,71,74,77],{"item":68,"name":69,"@type":70,"position":9},"https://docshare.wps.com","Home","ListItem",{"item":72,"name":10,"@type":70,"position":73},"https://docshare.wps.com/template/",2,{"item":75,"name":51,"@type":70,"position":76},"https://docshare.wps.com/template/general/",3,{"item":78,"name":59,"@type":70,"position":79},"https://docshare.wps.com/template/2025-tax-form-1099-r-distributions-from-retirement-plans/301279/",4,{"url":78,"name":59,"@type":81,"image":82,"author":87,"headline":59,"publisher":90,"fileFormat":93,"inLanguage":57,"description":61,"dateModified":94,"datePublished":95,"encodingFormat":93,"isAccessibleForFree":96,"interactionStatistic":97},"DigitalDocument",{"url":83,"@type":84,"width":85,"height":86},"https://docshare.wps.com/thumbnails/2025-tax-form-1099-r-distributions-from-retirement-plans/301279.png","ImageObject",442,249,{"name":88,"@type":89},"Valentina","Person",{"url":68,"name":91,"@type":92},"DocShare","Organization","application/pdf","2026-09-24","2026-09-19",true,{"@type":98,"interactionType":99,"userInteractionCount":76},"InteractionCounter",{"@type":100},"ViewAction",{"@type":102,"mainEntity":103},"FAQPage",[104,110,114],{"name":105,"@type":106,"acceptedAnswer":107},"When will I receive a consolidated Form 1099-R?","Question",{"text":108,"@type":109},"If you have more than one retirement plan account with a taxable distribution in Virtus Mutual Funds, you will receive one consolidated Form 1099-R.","Answer",{"name":111,"@type":106,"acceptedAnswer":112},"What retirement-related events require Form 1099-R in 2025?",{"text":113,"@type":109},"You will receive Form 1099-R if you withdrew assets from your retirement plan account, including when you rolled over within 60 days. It is also issued for cash dividend distributions, and for converting a Traditional IRA to a Roth IRA in 2025.",{"name":115,"@type":106,"acceptedAnswer":116},"When will Form 1099-R not be issued?",{"text":117,"@type":109},"You will not receive Form 1099-R if you arranged a trustee-to-trustee transfer of IRA assets directly to another IRA account without taking possession of the funds.","https://schema.org",{"og:url":78,"og:type":120,"og:title":59,"og:site_name":91,"og:description":61},"article",{"robots":122,"canonical":78},"index,follow",{"doc_id":124,"site_id":56},301279,1790231557,{"code":4,"msg":5,"data":127},{"doc_id":124,"user_id":128,"nickname":88,"user_avatar":129,"doc_module":9,"category_id":50,"category_name":51,"doc_title":59,"doc_description":61,"doc_content":130,"file_id":131,"file_url":132,"file_type":133,"file_size":134,"view_count":76,"is_deleted":4,"is_public":9,"is_downloadable":9,"audit_status":9,"page_count":73,"language":135,"language_code":57,"site_id":56,"html_lang":57,"table_of_contents":136,"faqs":137,"seo_title":138,"seo_description":61,"update_tm":139,"read_time":9},13056703020460,"https://ap-avatar.wpscdn.com/avatar/be000253dac470eee5d?_k=1778207105932848923","2025 TAX FORM  \n1099-R  \nDistributions from Retirement Plans  \nForm 1099-R reports both full and partial distributions from your mutual fund retirement plan accounts.  \n> If you have more than one retirement plan account with a taxable distribution in Virtus Mutual Funds, you will receive one consolidated Form 1099-R.  \n> 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.  \nPlease note: BNY Mellon Investment Servicing Trust Company provides custodial and administrative services foryour Virtus retirement account. We do not report distributions from retirement accounts held by other custodians.  \nYou will receive Form 1099-R if you withdrew assets from your retirement plan account, even if you rolled them over and reinvested them in another retirement plan account within 60 days. You will also receive a Form 1099-R if you took your retirement account dividend distributions in cash, but not if they were reinvested into your retirement account. If you took more than one distribution from your retirement account in 2025, the distributions have been aggregated according to the type of distribution as defined by IRS distribution code.  \nYou will receive a Form 1099-R if you converted your Traditional IRA to a Roth IRA in 2025.  \nYou will not receive a Form 1099-R if you arranged to move your IRA account as a trustee-to-trustee transfer of assets directly to another IRA account without taking possession of the funds.  \nYear-end statements, which are issued in January 2026, report the value of your account as of December 31, 2025.  \nFor additional information to assist you with your tax preparation, please review the Form 1099-R Frequently Asked Questions documents in [the](the Tax Center at virtus.com)[ ](the Tax Center at virtus.com)[Tax Center](the Tax Center at virtus.com)[ at virtus.com](the Tax Center at virtus.com).  \nPlease note: This information is not meant to be a substitute for processional tax advice. Please consult your tax professional for guidance on reporting the information from Form 1099-R on your tax return. Neither Virtus Funds, nor any of its representatives may give tax or legal advice.  \nIRS Circular 230 Disclosure: Any information contained in this communication (including any attachments) is not intended to be used, and cannot be used, to avoid penalties imposed under the U.S. Internal Revenue Code. Shareholders should seek independent tax advice based on their own circumstances.","cbCaioGxuYHjSU9k","https://ap.wps.com/l/cbCaioGxuYHjSU9k","pdf",137630,"English","# 2025 Form 1099-R overview\n## When consolidated or separate forms are issued\n## Custodial reporting scope\n## What events trigger Form 1099-R\n## Rollover, dividends, aggregation by IRS codes, and conversions\n## When Form 1099-R is not issued (trustee-to-trustee transfer)\n## Year-end statements and additional resources\n## Tax advice disclaimer and IRS Circular 230 Disclosure","[{\"question\":\"When will I receive a consolidated Form 1099-R?\",\"answer\":\"If you have more than one retirement plan account with a taxable distribution in Virtus Mutual Funds, you will receive one consolidated Form 1099-R.\"},{\"question\":\"What retirement-related events require Form 1099-R in 2025?\",\"answer\":\"You will receive Form 1099-R if you withdrew assets from your retirement plan account, including when you rolled over within 60 days. It is also issued for cash dividend distributions, and for converting a Traditional IRA to a Roth IRA in 2025.\"},{\"question\":\"When will Form 1099-R not be issued?\",\"answer\":\"You will not receive Form 1099-R if you arranged a trustee-to-trustee transfer of IRA assets directly to another IRA account without taking possession of the funds.\"}]","2025 Tax Form 1099-R - Distributions from Retirement Plans | PDF",1789780668]