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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 mail or electronically deliver these forms by January 31 for singular 1099 forms, such as the 1099-R and 1099-Q and by February 15 for Consolidated 1099 Tax Statements.
The following PDFs take you through the different tax forms Edward Jones provides and points out specifics that may assist you and your tax professional with preparing your return.
As an Edward Jones client, you can view and print your 1099s through Edward Jones Online Access. Simply click “Documents” after logging on.
Important: Please check to see whether your Consolidated 1099 Tax Statement is marked “Figures Are Final” or “Figures Not Final.” Even though we must mail Consolidated 1099 Tax Statements by February 15, the issuers of some securities have until March 15 to provide brokerage firms with final tax data. This means we sometimes must mail Consolidated 1099 Tax Statements marked “Figures Not Final.” Securities with a March 15 tax reporting deadline include CMO/REMICs, grantor unit investment trusts, royalty trusts, HOLDR trusts and mortgage trusts. If you hold these investments and you receive a “Figures Not Final” Consolidated 1099 Tax Statement, be assured that we will work to issue the finalized version of your 1099 Tax Statement as soon as we receive final data from the issuers of your investments, which may be in mid-March.
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.