Download & Share Your Tax Forms

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.

Import to TurboTax® software

  • Each tax year, you can import tax data from your Edward Jones accounts directly into Intuit’s TurboTax® program via account access. 
  • 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.

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 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.
  4. For authentication purposes, you will be prompted to enter your account access user ID and password. If you are not enrolled in account access, you may do so at www.edwardjones.com/access.
  5. A list of available tax information for each current account associated with your account access user ID and password will display. You may download any or all of the information, and it will be imported directly into the TurboTax® software. If you have recently closed an account that received taxable income, please read our instruction on viewing closed account information in account access before importing your data into your tax preparation 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 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:

  • 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 from 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 from 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 Information 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.
  • Municipal Original Issue Discount: Original issue discount income from municipal obligations is not reported on a 1099-OID and should be manually entered.

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.

Import to e-Organizer software

  • If your tax preparer provided you the ability to submit your tax information online using e-Organizer, a tax organizer program, you can import tax data directly from your Edward Jones accounts via account access. 
  • 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 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. For authentication purposes, you will be prompted to enter your account access user ID and password. If you are not enrolled in account access, you may do so at www.edwardjones.com/access.
  4. A list of available tax information for each account associated with your account access user ID and password will display. 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 Account Access, call 800-441-5203.

Import to e-Organizer software

  • If your tax preparer provided you the ability to submit your tax information online using e-Organizer, a tax organizer program, you can import tax data directly from your Edward Jones accounts via account access. 
  • 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 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. For authentication purposes, you will be prompted to enter your account access user ID and password. If you are not enrolled in account access, you may do so at www.edwardjones.com/access.
  4. A list of available tax information for each account associated with your account access user ID and password will display. 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 Account Access, call 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 provide the most accurate data. 
  • To download your tax forms to Excel or CSV, you must first enroll in account access. Please visit www.edwardjones.com/access for more information.
    • For authentication purposes, you will be prompted to enter your account access user ID and password.
    • Tax forms are available in the Online Documents section of account access. Excel and CSV links will appear for the tax forms that are available for download.
  • The download feature will become available on account access as soon as the Figures Are Final 1099 or 1099-R is mailed and will remain available until Oct. 15 of that year. 
  • Prior-year tax forms are not available for download. Additionally, the download feature will not be available if you do not have forms necessary to prepare a 1040 tax return, such as Form 5498.

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

View closed account information

You can choose whether to display tax forms, statements and trade confirmations for recently closed accounts from the My Settings page of account access:

  1. Sign on to account 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.

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.

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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