Edward Jones Tax Form Guides

Almost all investors receive some combination of 1099 forms, which report payments from investment activity to our clients and the IRS. The IRS requires brokerage firms to furnish Forms 1099-R and 1099-Q by January 31 and Consolidated 1099 Tax Statements by February 15.

The following guides take you through the different tax forms furnished by Edward Jones and provide some basic answers to common questions that may assist you and your tax professional with preparing your return.

Form Guides for Taxable Brokerage Accounts

Consolidated 1099 Tax Statement
The Consolidated 1099 Tax Statement may include Forms 1099-B, 1099-DIV, 1099-INT, 1099-MISC and 1099-OID, as well as supplemental information.
Form 1099-B
Form 1099-B is included in the Consolidated 1099 Tax Statement if securities were sold or redeemed in the account during the tax year.

Form Guides for Retirement Accounts

Form 1099-R
Form 1099-R reports distributions (whether or not rolled over), excess contribution removals, recharacterizations and/or conversions for retirement accounts.
Form 5498
Form 5498 reports contributions to retirement accounts. Form 5498 is furnished in May and is not needed to file your tax return.

Form Guides for Education Savings Accounts

Form 1099-Q
Form 1099-Q reports distributions from 529 accounts, as well as the contribution basis and earnings for the distribution.

Other General Information Guides

2018 Federal Tax Rate Brackets
Provides 2018 tax rate information for ordinary income, qualified dividends & long-term capital gains, and standard deductions, according to filing status.
2019 Federal Tax Rate Brackets
Provides 2019 tax rate information for ordinary income, qualified dividends & long-term capital gains, and standard deductions, according to filing status.
Tax Attributes for Investors
Provides information about various tax attributes that may affect individual investors.
Common Tax Form Questions & Answers
Provides answers to common questions about Edward Jones tax form production.

Questions

For tax questions, consult your tax professional. For investment-releated questions, please contact your local financial advisor.

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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