Import to TurboTax^® Software

About the Service
Each tax year, you can import tax data from your Edward Jones accounts directly into Intuit's TurboTax® program using your AccountLink user ID and password. Tax data includes the information from forms 1099-B, 1099-DIV, 1099-INT, 1099-MISC, 1099-OID and 1099-R. Downloading your tax data into the software prevents you from having to determine which information from which form needs to be entered into specific fields in the TurboTax® software.

Basic Instructions

1. If you haven't already done so, you will need to install and open your TurboTax® program (any current version of the software: TurboTax® Basic and Deluxe versions for both Windows and Macintosh). You may also use TurboTax® for the Web (available at www.turbotax.com).
2. TurboTax® will walk you through the steps necessary to complete your tax return, or you may go directly to the data import step from the main menu (if using software version) or the Income tab (if using Web version). (Consult the Help section within the TurboTax® program or contact their support center for instructions.)
3. When you reach the "Import Investment Income" step, you will see a list of brokerage firms that offer downloads. Select Edward Jones from the list and proceed.
4. For authentication purposes you will be prompted to enter your AccountLink user ID and password. If you are not enrolled in AccountLink you may do so at www.edwardjones.com/accountlink.
5. A list of available tax information for each current account associated with your AccountLink user ID and password will display. You may proceed with downloading any or all of the information, and it will be imported directly into the TurboTax® software. If you have closed an account that received taxable income, you will need to manually input the information.
6. Once imported, the TurboTax® program will automatically report the information in the appropriate sections of your federal income tax return. However, it is important for you to verify the imported information against your own records to ensure accurate and complete reporting of all required tax information.

Support
For assistance with Intuit's TurboTax® program, visit their support Web site at www.turbotaxsupport.com For assistance with Edward Jones AccountLink contact AccountLink Customer Support at 1-800-441-5203.

TurboTax is a registered trademark of Intuit Inc.