Tax Resource Center
At Edward Jones, we know that whether you prepare your own taxes or use a tax professional, questions inevitably arise year after year. Then, just when you think you understand, the rules can change again. We want to provide you with information, knowledge and forms to help make tax season easier for you.
As always, your financial advisor is available to help you evaluate your financial outlook. If you have specific questions regarding the impact of a new or changing tax law on your portfolio, please consult your tax advisor. You may also find helpful information regarding your Edward Jones tax forms in our FAQ section.
Edward Jones Tax Documents
For clients who made or will make a traditional or Roth IRA contribution, we will email or mail Form 5498 by May 30. You do not need IRS Form 5498 to complete your tax return.
- All Forms 1099 Have Been Mailed or E-delivered to Clients
- Five Ways to Stay Tax Smart This Year
- Securely Share Your Tax Forms with Your Tax Professional
- Tax Return Checklist
- 2014 Consolidated 1099 Tax Statement brochure (pdf)
- 2014 Form 1099-B from Edward Jones (pdf)
- 2014 Form 1099-R brochure (pdf)
- 2014 Form 5498 from Edward Jones (pdf)
If you aren’t currently working with an Edward Jones financial advisor to plan your financial future, locate a financial advisor in your area now.
Please note that Edward Jones does not provide tax or legal advice. This summarization should not be depended upon for other than broadly informational purposes. Specific questions should be referred to a qualified tax professional.
Our Tax Hotline is available at 800-282-0829 from mid-January through April 30.