Tax Resource Center

At Edward Jones, we know that whether you prepare your own taxes or use a qualified preparer, questions inevitably arise year after year. Then, just when you think you understand, the rules can change again. We want to make sure you have the right information, knowledge and forms you need to file properly – so there are no surprises on April 15th.

As always, your financial advisor is the best person to evaluate your financial outlook. If you have specific questions regarding the impact of a new or changing tax law on your portfolio, schedule an appointment today. You may also find our FAQ section helpful.

If you aren't currently working with an Edward Jones financial advisor to plan your financial future, locate a financial advisor in your area now.

Please note that Edward Jones does not provide tax or legal advice. This interpretation of tax law is a summarization and should not be depended upon for other than broadly informational purposes. Specific questions should be referred to a qualified tax professional.