Individuals & Families

Resources & Education

Tax Information

Text Size: Decrease Increase
Print

The information below will help Janney clients plan for the preparation of 2017 taxes.

​In an effort to deliver the highest quality service, we provide the following tax year 2017 mailing schedule and informational guides on the right-hand side of the page under "Tax Resources."

Tax Year 2017 Mailing Schedule and Information

TABLE-ART-Tax-Year-2017-Mailing-Schedule_12-17_v1.png

*The IRS changed the deadline for delivering most IRS 1099 Forms from January 31 to February 15. When a deadline falls on a weekend, the mailing deadline is moved to the next business day. As in the past, we expect to receive a 30-day extension from the IRS to March 15, 2018 based on this year’s February 15, 2018 deadline.

1099’s Held Back for Accounts Holding Some Securities

Janney has implemented a process to decrease the issuance of corrected 1099 Consolidated tax forms and ensure initial tax form accuracy. Applicable accounts are put on a “holdback list,” which signifies they will receive their initial 1099 in early March. Accounts are put on the holdback list if during the tax year they held particular securities which traditionally report late or reallocate income, often including certain:

  • Mutual Funds
  • REITs (Real Estate Investment Trusts)
  • WHFITs (Widely Held Fixed Investment Trusts)
  • CMOs (Collateralized Mortgage Obligations) and REMICs (Real Estate Mortgage Investment Conduits)

If you receive a letter notifying you of your account’s status on the holdback list and you have any remaining questions, please contact your Financial Advisor for assistance.

Online Access & Tax Forms

Tax forms are also available online for clients with Janney’s online account access. To access online tax forms, simply log in to your account, click “Statements & Docs” on the top of the page, then click “Tax Forms.” You should then be able to review any available Janney tax forms for download. Please contact your Financial Advisor or local branch for additional information.

Additional Resources

Links to additional resources and guides can be found on the right-hand side of this page under Tax Resources.

Each taxpayer’s situation is different and tax-related information provided herein is general in nature. Clients should consult with a professional tax advisor with questions specific to their personal tax situation.