Downloading Tax Information
It can be a challenge to correctly enter data on your tax return. At Edward Jones, we offer a solution that can help.
Our clients with Online Account Access can download their Edward Jones Consolidated 1099 or Form 1099-R information to TurboTax®, H&R Block At Home™, Tax Form Dropoff or Excel. This can help ensure that the information on your Edward Jones tax document is accurately transferred to your Form 1040 tax return.
Your Download Options:
Our Tax Hotline is available at 800-282-0829 from mid-January through mid-October.