Understanding Mutual Funds and Taxes

Wealth accumulated through mutual fund investing triggers taxation like any other investment. The more you understand where the tax obligations come from, the more you can factor those costs into a long-term investment strategy.


Four X-Factors of mutual funds and taxes

The more you know about how mutual funds are taxed, the more control you’ll have over your obligations. These are some questions investors have when it comes to what they owe.

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Get familiar with Janus Henderson mutual fund distributions and stay on top of your tax situation.

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Frequently Asked Tax Form Questions

Find out the most frequently asked tax form questions such as when and how you will receive tax forms, how to order duplicates and more.

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Get a clear picture of your retirement goals and estimate how much you should save with the Janus Henderson Retirement Planner.

Mutual Fund Distribution FAQs

Learn about common mutual fund distribution FAQs and how this affects share prices, taxes and cost basis.

How to Calculate Average Cost

One of the simplest methods of calculating cost basis is to calculate average cost. This is a default method of calculating your gains or losses.