Downloading Tax Information
Ensuring that data is entered on your tax return correctly can be a challenge. At Edward Jones, we offer a solution that can help.
Edward Jones clients with Online Account Access can download their Edward Jones Consolidated 1099 or Form 1099-R information to TurboTax, H&R Block At HomeTM, Tax Form Dropoff or Excel. This can help ensure that the information on your Edward Jones tax document is accurately transferred to your Form1040 tax return.
Your Download Options:
Our Tax Hotline is available at 800-282-0829 from mid-January through April 30.