Tax Resources

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.

Looking for information about tax reform?

The Tax Cuts and Jobs Act of 2017 made several changes to federal income taxation that may affect you when filing your tax return for 2018. The IRS has published a summary of the changes to help you understand how they affect you. View IRS Publication 5307, Tax Reform Basics for Individuals and Families for details.

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.

Access Your Edward Jones Tax Forms

Online Access allows you to view, download and print your forms, import to Turbo Tax® and other tax preparation software, and securely share your forms with your tax professional. Learn more

Edward Jones Tax Form Questions

Get answers to common questions about the tax forms Edward Jones provides, and access helpful tax form guides. Learn more

General Tax Filing Questions

Find answers to a variety of common tax filing questions for both taxable and retirement accounts. Learn more

IRS Information

View information about IRS deadlines and how cost basis information is provided. Learn more

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Resources for CPAs and Attorneys

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IRA Contribution Limits & Deadlines

What you need to know about 2018 and 2019 IRA contribution limits and deadlines.