View, Print and Download Your Tax Forms

With Online Access, you have a secure and convenient way to view, print and download your Edward Jones tax forms electronically. Simply log in and navigate to the Documents tab, then the Tax Forms screen.

Important: You must be enrolled in Edward Jones Online Access to use the features described below. If you are not enrolled in Online Access, you may do so at www.edwardjones.com/access.

Online Access Tax Forms screen

The Tax Forms screen provides a list of your current open accounts and information related to the tax form for each one. The list defaults to display all forms for the most recent tax year, but you can select specific accounts and/or a prior tax year using the drop-down menus.

  • Document Name/Status: Indicates whether a tax form has been or will be produced for the account, and, once a form is produced, shows the type of form and whether it is final, not final, or revised.
  • As of: Shows the date the form was produced.
  • View/Download: Provides links to view a PDF version of your form or download the information to an Excel® or CSV file format.

image-send-to-tax-preparer

Actions Within the Tax Forms Screen

View: To view your tax form, click the PDF link. The form will be displayed using the PDF software installed on your computer.

Print: To print your tax form, follow these steps:

  1. Save the PDF to your computer in a place that is easy to find (for example, the Desktop).
  2. Close the PDF that opened when you clicked the PDF link.
  3. Open the PDF file you saved to your computer and print from that file.

Note: Certain combinations of PDF viewing/printing software and the web browser installed on your computer may result in your printout being blacked out if you don't follow these steps.

Download: To download your tax form, click the Excel® or CSV link for the desired file format and account. If your tax preparer is asking for the file, be sure to verify which format is needed. 

  • The Excel® and CSV download links are not available for Figures Not Final tax forms. Once your form is finalized, the links will be available and will remain available through early October.
  • Prior-year tax form information is not available for download to Excel® or CSV.

Displaying Tax Forms for Closed Accounts

You can choose to display tax forms for recently closed accounts by following these easy steps:

  1. Within Online Access, navigate to the Settings page by clicking the link in the menu at the top right of the page you are viewing.
  2. In the “Closed Accounts” section of the Settings page, select the “Change” button. On the Next screen, use the toggle buttons to indicate which closed accounts you would like displayed.
  3. Click “Save” to apply your changes, and navigate back to the Tax Forms screen, available under the Documents tab.
    Note: You can only display closed accounts for which you were the owner or custodian, meaning the accounts registered under the same Social Security Number associated with your Online Access user ID. If there is a closed account in your household registered under a different Social Security Number, the owner or custodian of that account must sign in with his or her user ID to access the tax forms.

Related Topics

Import to Turbo Tax and Other Tax Preparation Software: With Online Access, you can import information from certain Edward Jones tax forms into TurboTax® and other tax preparation software programs.

Edward Jones Tax Form Guides: Get some help understanding your tax forms from Edward Jones as well as answers to some common questions.

Important Information:

Edward Jones, its employees and financial advisors cannot provide tax or legal advice. You should consult your attorney or qualified tax advisor regarding your situation. This content should not be depended upon for other than broadly informational purposes. Specific questions should be referred to a qualified tax professional.

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