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
If your Edward Jones branch is temporarily closed due to Tropical Storm Isaias and you need assistance, please call Client Relations at 1-800-511-5768 (Monday – Friday, 7 a.m. – 7 p.m. CT).
For information about the Tax Cuts and Jobs Act of 2017, view IRS Publication 5307, Tax Reform Basics for Individuals and Families for details.
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).
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.
Learn more about our continuing education programs, publications and comprehensive services we offer to help you serve your clients.Learn more
What you need to know about 2019 and 2020 IRA contribution limits and deadlines.Read more