Find out when and how you will receive tax forms, how to order duplicates and more. When you know what to expect and when, you'll be that much more ahead of the game when you file your tax returns.
Timing
In addition to your year-end statement, there are several different types of tax forms you may receive, depending on the types of funds you own and the activity in those accounts. Please visit Know Your Tax Forms to learn more. You can change your E-delivery options at any time in order to be alerted via email when your statements and tax forms are available online rather than through the mail. And it's easy to print your account statements and tax forms from the past seven years at any time. Most original and corrected tax forms are available online. However, there are exceptions. For example, Form 1042-S and corrected tax forms produced after mid-October are not available online. These forms are mailed to your address of record.
Duplicates
Duplicate tax forms for the current and prior tax year are available online. Log in to your account and click on the Statements & Tax Forms tab to access and print your tax forms.
Tax Form Delivery
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.
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®
- 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.
- Enter your username and password, select “Save this password” if using the password vault, and click “Connect.”
- Enter “Janus Henderson” and click next.
- On the “Online Services” tab click the “Set up now…” button.
- Click the Edit button on the account you would like to activate.
- From the Tools menu, select Account List.