Tax Resources

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    Tax time doesn't have to be complicated. Find information, guides and answers to commonly asked questions to help make filing your federal income taxes a little easier this year.

    Your Tax Questions Answered

    Get answers to commonly asked tax questions regarding filing, Form 5498 and cost basis reporting. Learn more

    Tax Form Calendar

    In 2016, April 18 is the big deadline during tax season, but there are several other deadlines that may affect you. Learn more

    Your Form 1099 Guide

    Explore answers to frequently asked questions about 1099 tax statements Edward Jones 1099 Forms. Learn more

    Federal Tax Rate Brackets

    View the U.S. federal tax brackets for 2015 and 2016 according to filing status.

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    Securely Share Your Edward Jones Tax Forms

    Did you know you can share your Edward Jones tax forms with your tax professional? Learn more

    Downloading Your Tax Forms

    When you enroll in Online Account Access, you can download your Edward Jones information to TurboTax®, e-Organizer or Excel. Learn more

    Cost Basis Reporting

    Learn more about how Edward Jones and other brokerage firms must report cost basis to the IRS when "covered" securities are sold. Learn more

    Common Tax Form Questions and Answers

    Answers to some of the most frequently asked tax form questions.

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      Resources for CPAs and Attorneys

      Learn more about our continuing education programs, publications and comprehensive services we offer to help you serve your clients.

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      IRA Contribution Limits & Deadlines

      What you need to know about 2015 IRA contribution limits and deadlines

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