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Tax Center

Welcome to the Weitz Investment Management investor center. Here is where you will find important information regarding your account and investments with us. If you can’t find what you’re looking for, don’t hesitate to reach out to our Client Services team at clientservices@weitzinvestments.com or 800-304-9745.

 

Create an account or log-in to your account to access your account statements and tax forms.

Contains the most common tax forms issued to shareholders of Weitz Funds and when you can expect to receive them.

View information regarding capital gains, total distributions, income, and re-invest NAV.

View the uniform lifetime table needed to calculate your annual required minimum distribution (RMD).

Contains information to help you download tax information from their Weitz Funds account directly to TurboTax software.

We’ve compiled a list of the most frequently asked questions concerning your investments with us

Find resources for account applications and forms. Manage your IRA, establish automatic investments, change bank information, provide wire instructions, and more.

View our funds’ supplemental tax information that may be useful when preparing your federal, state, and local tax returns.

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