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Tax Center FAQs
Planning

Answers to some of the most commonly-asked questions we receive from shareholders.

What do I receive at year end? Will I get a tax form?

When are tax forms available?

When will I receive an email notice that my tax forms are available?

I can't find my tax forms. Where are they located?

Are all of my tax forms available online?

Can you provide me with a duplicate tax form for the current year?

How can I get tax forms for prior years?

How do I change the delivery method of my tax forms?

Why haven't I received a 1099 for my account?

I've moved. Can you send my tax forms to my new address?

How do I print my tax form?

What do I receive at year end? Will I get a tax form?

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 check out Tax Forms You May Receive for additional details.

Your year-end statement is a detailed summary of your account balances, performance, individual transactions, and change in market value for the year. If you'd like to review your account statements, you can access statements online.

You can change your eDelivery options at any time in order to be alerted via email when your statements and tax forms are available online rather than receiving paper copies through the mail. And, it's easy to print your account statements and tax forms at any time.

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When are tax forms available?

Most tax forms are mailed by the end of January. Please review Tax Form Mailing Schedule for detailed information. In addition, Janus tax forms and supplementary tax information are made available online for all shareholders. You may log in and view your tax forms online, and change your eDelivery options at any time in order to be alerted via email when your tax forms are available.

Corrected tax forms are generally produced and mailed weekly beginning in February. If you are signed up for eDelivery of tax forms, you will receive an email notice as soon as they are available online.

If you are unable to access these forms, please call Janus at 800.525.3713.

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When will I receive an email notice that my tax forms are available?

Your tax forms are generally posted online in mid January, and if you are signed up for eDelivery of tax forms you will receive an email notice as soon as they are available online.

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I can't find my tax forms. Where are they located?

Log in to Statement & Tax Info then scroll down to the bottom section of the page to access your Tax Forms.

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Are all of my tax forms available online?

Most original and corrected tax forms are available online. However, there are exceptions. For example, Form 1042-S is not available online and corrected tax forms produced after mid-October are not available online. These forms are mailed to your address of record. If you are unable to access a tax form online, please call Janus at 800.525.3713.

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Can you provide me with a duplicate tax form?

Duplicate tax forms for the current and prior tax year are available online. You may log in to Statement & Tax Info then scroll down to the bottom section of the page to access and print your Tax Forms. Or, you may call us at 800.525.3713.

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How can I get tax forms for prior years?

Tax forms for the current and prior tax years back to 2007 are available online. You may also call us at 800.525.3713 to request a duplicate tax form.

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How do I change the delivery method of my tax forms?

You can change your eDelivery options to be alerted via email when your tax forms are available online and to eliminate receiving paper versions in the mail. Once you log in you may print your tax forms for record-keeping purposes.

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Why haven't I received a Form 1099 for my account?

There are several reasons why you may not have received a Form 1099 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 education savings account.

For more detailed information, visit Tax Forms You May Receive.

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I've moved. Can you send my tax forms to my new address?

The fastest way for you to get copies of the tax forms is to log in to Statement & Tax Info then scroll down to the bottom section of the page to access and print your Tax Forms.

If you are unable to access these forms, please call Janus at 800.525.3713. We're available Monday through Friday, 9:00 a.m. to 6:00 p.m. Eastern Time.

If you would like to permanently change the address on your account, log in to Edit Information then select "Make changes" under "Update Address."

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How do I print my tax form?

Log in to Statement & Tax Info, scroll down to "Tax Forms", then click on "View" to see your tax form, where you can print it for record-keeping purposes.

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Questions?

Call us at 800.525.3713

9 am to 6 pm Eastern Time (Mon to Fri)

Email Janus

Please consider the charges, risks, expenses and investment objectives carefully before investing. Please see a prospectus , or if available, a summary prospectus containing this and other information. Read it carefully before you invest or send money.

Any tax or legal information provided is a summary of our current understanding and interpretation of the current income tax regulations and is not exhaustive. Investors should consult their tax advisor or legal counsel for advice and information concerning their specific situation.

Janus Distributors LLC