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VIRUS CLOSED END FUNDS 2022 TAX INFORMATION COMMON STOCK SHAREHOLDERS PLEASE READ CAREFULLY To assist you and your tax professional in completing your tax return, we are providing you with the following
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How to fill out funds tax information for

01
Gather all necessary tax forms and documents related to the funds you have invested in.
02
Determine if you need to report any capital gains or losses from selling your funds.
03
Fill out Form 1099-DIV if you have received dividends from your funds.
04
Complete Schedule D if you have sold any investments and need to report the capital gains or losses.
05
Submit Form 8949 if you have additional transactions to report that are not already listed on Schedule D.

Who needs funds tax information for?

01
Anyone who has invested in funds and needs to report income, capital gains, or losses to the IRS.
02
Individuals who have received dividends or sold investments in the past year.
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Funds tax information is used to report income earned from investments such as mutual funds, ETFs, and other investment vehicles to the IRS.
Individuals or entities who earn income from investments in funds are required to file funds tax information with the IRS.
Funds tax information can be filled out using forms provided by the IRS or through tax preparation software.
The purpose of funds tax information is to ensure that income earned from investments is properly reported and taxed.
Information such as dividends, capital gains, and interest earned from investments must be reported on funds tax information forms.
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