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.
Manual Entry of Additional Information
All tax data found on a 1099 form (1099-INT, 1099-DIV, 1099-B, 1099-OID and 1099-MISC) 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:
The Summary of Investment Income Information section of the Consolidated 1099 Statement includes information regarding:
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®, 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.
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