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Throughout the challenges of recent months, we’ve continued to safely serve investors’ needs. As we gradually reopen our offices to in-person appointments, our approach will be thoughtful and individualized to each location. Learn More

    Edward Jones Tax Form Questions

    Tax Relief

    The IRS has postponed from April 15, 2020 until July 15, 2020 the deadline for all taxpayers to file a 2019 Federal income tax return and to pay 2019 Federal income tax due. The deadline to make traditional and Roth IRA contributions has also been extended to July 15, 2020. For more details and updates visit Coronavirus Tax Relief on the IRS website (www.irs.gov).

    Tax reform:

    For information about the Tax Cuts and Jobs Act of 2017, view IRS Publication 5307, Tax Reform Basics for Individuals and Families.

    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.

    Questions about Edward Jones Tax Forms

    When to expect your tax forms, tax form versions and information you may receive directly from issuers of your securities. Learn more

    Edward Jones Tax Form Guides

    View, download and print guides for tax forms provided by Edward Jones. Learn more

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