When you enroll in Online Account Access, you can download your Edward Jones Consolidated 1099 or Form 1099-R information to TurboTax®, e-Organizer or Excel. You also can share your tax forms electronically with your tax professional.
For assistance with Intuit’s TurboTax® program, visit www.turbotaxsupport.com. For assistance with Edward Jones Online Account Access, call 800-441-5203.
TurboTax is a registered trademark of Intuit Inc.
For assistance with your e-Organizer program, please contact your tax preparer. For assistance with Edward Jones Online Account Access, call 800-441-5203.
For assistance with Edward Jones Online Account Access, call 800-441-5203.
You can choose whether to display tax forms, statements and trade confirmations for recently closed accounts from the My Settings page of account access:
If you use tax preparation software such as Intuit’s TurboTax® or H&R Block at Home™, you will want to use this feature to display closed accounts prior to importing your Edward Jones account information. Once you’ve turned on the display settings for all relevant closed accounts, proceed with the instructions for importing your information into the tax preparation software.
Please note: You can display only those closed accounts with the Social Security number associated with your account 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.
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.