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.

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TAX HOTLINE

Our Tax Hotline is available at 800-282-0829 from mid-January through April 30.

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