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Tax Information

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The information below will help Janney clients plan for the preparation of 2018 taxes.

The information below will help Janney clients plan for the preparation of their 2018 tax filing.

In an effort to deliver the highest quality service, listed below is the 2018 tax year mailing schedule, along with a number of helpful guides that can be accessed under the “Tax Resources” section of this page.

2018-2019 Tax Planning Guide

Tax Year 2018 Mailing Schedule and Information

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*The IRS changed the deadline for delivering most IRS 1099Consolidated Forms from January 31 to February 15, 2019. We expect to receive a 30-day extension from the IRS to March 15, 2019 based on this year’s February 15, 2019 deadline.

Preliminary Tax Statements for Holdback 1099Consolidated Forms

Janney is proud to introduce a new resource, the Preliminary Tax Statement, to help account holders who receive late tax information from issuers. Types of securities which traditionally report late or reallocated income often include:

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

If your account holds certain securities for which their taxability has not been finalized by the time 1099Consolidated Forms are produced, you will now be able to access a preliminary copy of your 1099 form online via Janney’s Online Access via www.myjanney.com around February 15th.

This Preliminary Tax Statement also includes a special page which denotes which of your account holdings have not finalized taxability. Summary and detail pages of the Statement are watermarked to ensure account holders are aware they are still waiting on final tax information. The Preliminary Statement should not be used to file completed taxes. Those account holders who have a Preliminary Statement produced for the 2018 Tax Year will still receive their official 1099Consolidated Form in early March.

The Preliminary Tax Statement is a new online only feature, which can be accessed by logging in to your Janney Online Access account through our secure website. If you have not yet enrolled in Online Access, you will receive a letter in the mail notifying you that a Preliminary Tax Statement is available for your account, and that you may enroll in Online Access and access your reports.

Access Tax Forms on Online Access

Tax forms are available online for clients with a Janney Online Access account. To access your tax forms online, simply log in to your account, click “Statements & Docs” on the top of the page, then click “Tax Forms.” You will then be able to review any available Janney tax forms for download.

Please contact your Financial Advisor or local branch for additional information.

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.