Download & Share Your Tax Forms

When you enroll in Online Access, you can download your Edward Jones Consolidated 1099 or Form 1099-R information to TurboTax®, H&R Block, e-Organizer or Excel. You also can share your tax forms electronically with your tax professional. If you are not enrolled in Online Access, you may permit your Edward Jones financial advisor to share your tax forms with your tax professional for you.

Import to TurboTax® software

  • You can import tax data from your Edward Jones accounts directly into Intuit’s TurboTax® program using your Online Access login information. 
  • 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 needs to be entered into the TurboTax® software.

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: Basic, Deluxe, Premier or Home & Business 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 located in the main menu if using the software version or the Income tab if using the 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. You will be prompted to enter your Online Access user ID and password. If you are not enrolled in Online Access, you may do so at www.edwardjones.com/access.
  5. A list of available tax information for each current account associated with your Online Access user ID and password will display. Download is unavailable for accounts for which your tax forms are not yet final. Once the forms are final, you may download any or all of the information, and it will be imported directly into the TurboTax® software.
  6. Once the data is imported, the TurboTax® program will automatically report the information in the appropriate sections of your federal income tax return. However, please verify the imported information against your own records to ensure accurate and complete reporting of all required tax information.

Manual Entry of Additional Information

All tax data found on a 1099 form (1099-INT, 1099-DIV, 1099-B, 1099-OID, 1099-MISC, and 1099-R) can be automatically imported into Turbo Tax®. However, there may be additional information in the Consolidated 1099 Statement that you should enter manually into Turbo Tax®.

The Additional Tax Information section of the Consolidated 1099 Statement includes information regarding:

  • Foreign Dividends Received: If you had foreign tax withheld from dividends, Turbo Tax® may ask for the amount of Foreign Dividends Received. You can find the amount of Foreign Dividends Received/Foreign Source Income in the Additional Tax Information section of the Consolidated 1099 Statement.
  • Potential State Tax Exclusions of interest on Federal Obligations: If you have mutual funds that received a portion of their income from federal obligations, this amount may be excludable from state taxable income based upon the state’s law.
  • Potential State Tax Exclusions of interest on Municipal and U.S. Territory Obligations: If you have tax- exempt interest or dividends, Turbo Tax® may ask you to input the state where the obligations originated. The Additional Tax Information will list the amount of tax-exempt income earned on obligations issued by your state of residence and owned by you both directly and indirectly.

The Summary of Investment Income section of the Consolidated 1099 Statement includes information regarding:

  • Accrued Interest Paid to Purchase a Bond: Accrued interest you paid at the time of purchase may reduce the interest income you received from the bond.

For assistance with Intuit’s TurboTax® program, visit support.turbotax.intuit.com. For assistance with Edward Jones Online Access, call 800-441-5203

TurboTax is a registered trademark of Intuit Inc.

Import to e-Organizer software

  • If your tax preparer provided you the ability to submit your tax information using e-Organizer, you can import tax data directly from your Edward Jones accounts using your Online Access login information. 
  • 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 needs to be entered into the e-Organizer screens.

Instructions

  1. If you haven’t already done so, you will need to install and open your e-Organizer program.
  2. Use the “Import Data” button in the left-hand column to access a list of providers that offer tax forms for import. Select Edward Jones from the list and proceed.
  3. You will be prompted to enter your Online Access user ID and password. If you are not enrolled in Online Access, you may do so at www.edwardjones.com/access.
  4. A list of available tax information for each account associated with your Online Access user ID and password will display. Download is unavailable for accounts for which your tax forms are not yet final. Once the forms are final, you may download any or all of the information, and it will be imported directly into e-Organizer.
  5. Once the data is imported, e-Organizer will automatically report the information in the appropriate sections for your tax return. However, please verify the imported information against your own records to ensure accurate and complete reporting of all required tax information.
  6. Proceed using the instructions your tax preparer provided to complete the rest of the e-Organizer process.

For assistance with your e-Organizer program, please contact your tax preparer. For assistance with Edward Jones Online Access, call 800-441-5203.

Import to H&R Block® software

  • You can import tax data from your Edward Jones accounts directly into H&R Block At Home™ program using your Online Access login information.
  • Tax data includes the information from Forms 1099-B, 1099-DIV, 1099-INT, 1099-OID and 1099-R
  • Downloading tax data into the software may prevent you from having to determine which information needs to be entered into the H&R Block At Home™ software.

Instructions

  1. If you haven't already done so, you will need to install and open the H&R Block At Home™ program – any version of the software: Basic, Deluxe, Premium or Premium & Business versions for both Windows and Macintosh. You may also use H&R Block At Home™ for the Web available at www.hrblock.com/online-tax-filing.
  2. H&R Block At Home™ will walk you through the steps necessary to complete your tax returns, or you may go directly to the data import step, located in the main menu if using the software version or the Smart Import tab if using the Web version. Consult the Help section within the H&R Block At Home™ program or contact their support center for instructions.
  3. When you reach the "Import From Your Financial Institution" step, you will see a list of brokerage firms that offer downloads. Select Edward Jones from the list and proceed.
  4. You will be prompted to enter your Online Access user ID and password. If you are not already enrolled in Online Access you may enroll at www.edwardjones.com/access.
  5. A list of available tax information for each account associated with your Online Access user ID and passwords will display. Download is unavailable for accounts for which your tax forms are not yet final. Once the forms are final, you may proceed with downloading any or all of the information, and it will be imported directly into the H&R Block At Home™ software.
  6. Once imported, the H&R Block At Home™ program will automatically report the information in the appropriate sections of the federal income tax return. However, please verify the imported information against your own records to ensure accurate and complete reporting of all required tax information.

Support

  • For assistance with H&R Block At Home™ program, call 1-800-HRBLOCK (800-472-5625).
  • For assistance with Edward Jones Account Access, contact Edward Jones Online Client Support at 1-800-441-5203

Download tax documents to Excel

If you use a CPA or tax preparer, you may want to download your tax documents into an Excel or CSV format. Since many tax preparers have software designed to work with spreadsheets, this format will allow you to conveniently and accurately provide your tax data to your tax professional.

Instructions

  1. To download your tax forms to Excel or CSV, you must first enroll in Online Access. If you are not enrolled in Online Access, you may enroll at www.edwardjones.com/access.
  2. You will be prompted to enter your Online Access user ID and password.
  3. Tax forms are available in the Documents section of Online Access. Excel and CSV links will appear for the tax forms that are available for download.

    • The download feature will become available in Online Access as soon as the Figures Are Final 1099 or 1099-R is generated and will remain available until mid-October.
    • Prior-year tax forms are not available for download.

For assistance with Edward Jones Online Access, call 800-441-5203.

View closed account information

You can choose whether to display statements and trade confirmations for recently closed accounts from the My Settings page of Online Access:

  1. Sign on to Online Access with your user ID and password. 
  2. Go to the “My Settings” section.
  3. In the closed accounts area of the My Settings page, select “Change” and use the toggle buttons to indicate which closed accounts you would like displayed.
  4. Click “Save” to apply your changes.

Please note: You can display only those closed accounts with the Social Security number associated with your Online Access user ID. If other accounts in your household have been closed, the owner of each account must sign in with his or her user ID to access the account.

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.

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