This list can help you gather documents you may need to complete your income tax return.
Please Note: Edward Jones mails or electronically delivers all Forms 1099-R by Jan. 31 and all Consolidated 1099 Tax Statements (which include Forms 1099-B, 1099-DIV, 1099-INT, 1099-OID and 1099-MISC) by Feb. 15, per IRS requirements.
Not every item will apply to your situation. This checklist is only a guide and is not designed to be an exhaustive list of items that warrant consideration. 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.