Frequently Asked Tax Form Questions

You can elect E-delivery of your tax forms to eliminate receiving paper versions in the mail. You will be alerted via email when your tax forms are online. Once you log in you may print your tax forms for record-keeping purposes.

The fastest way to get copies of your tax forms is by downloading them from the Statements and Tax Forms tab within your online account. You can also change your address online.

If you are unable to access your tax forms, please call Janus Henderson at 800.525.3713.

There are several reasons why you may not have received form 1099-DIV or other tax form for your account:

• Your fund did not pay a distribution.
• Your ordinary income and capital gains distributions from the fund totaled less than $10 and you had no backup withholding.
• Your account is a retirement or Coverdell Education Savings Account and you did not make a redemption or contribution.

You may view your transaction history and determine any of these situations occurred.

Janus Henderson shareholders can automatically import data from tax forms into certain tax return software. You will be asked for your janushenderson.com username and password to grant secure access to your account information.

Log in to your account.

If you don’t have a janushenderson.com username and password, create an account today.

Register your account online.

TurboTax^®

• Search for import in your TurboTax^® Online program.
• Click Jump to import in the search results.
• On the Import Summary screen, click Add Other Documents.
• On the next screen, Let Us Enter Your Bank and Brokerage Tax Documents, you'll be able to import your tax forms. TurboTax^® will ask you to enter a user name and password to import your data. This is the user name and password you have already established for access to your Janus Henderson mutual fund accounts through janushenderson.com.

For more information, visit TurboTax^®.

Quicken^®

To activate an existing Quicken^®  account

• From the Tools menu, select Account List.
• Click the Edit button on the account you would like to activate.
• On the “Online Services” tab click the “Set up now…” button.
• Enter “Janus Henderson” and click next.
• Enter your username and password, select “Save this password” if using the password vault, and click “Connect.”
• You should now see one or more accounts that you can activate. If you are activating an existing account, make sure the dropdown for that account says Link. If it says Add, change it to Link and select the correct account. If you do not do this, then the account will be added as a different account instead of being linked to the existing account. Click Next to continue.

Create a new Quicken^®  account for online access

• From the Tools menu select Add Account.
• Enter the name of your bank and click Next.
• Enter your credentials, select Save this password (if using password vault) and click Connect.
• If you get a screen that allows you to select the account type(s) for discovered accounts, then select the type and click Next.

For more information, visit Quicken^®.