Throughout the challenges of recent months, we’ve continued to safely serve investors’ needs. We are thoughtfully evaluating our office openings and in-person appointments. Learn More
Edward Jones provides a variety of complimentary tools to support tax professionals’ efforts during the busy season.
A popular, time-saving component of Edward Jones’ tax support, our Consolidated 1099 Tax Statement includes a summary of income payments received, fees and other account activities; cost basis data for both covered and noncovered sold securities (if available in our system); and additional tax information, such as potential state tax exclusions from federal obligations. Information is provided in one convenient document for easy referral.
Clients with Edward Jones Online Account Access can conveniently and securely share their Edward Jones tax forms with their tax professionals in a few easy steps using this efficient electronic feature.
Clients may grant their tax professionals access to download their current tax forms in Microsoft Excel®, CSV and PDF formats; forms for previous years are available as PDF files. Clients also have the option of importing their tax data into Tax Form Dropoff.
The Edward Jones Tax Hotline is available during business hours between mid-January and mid-October for tax professionals and tax preparers who have questions regarding clients’ Edward Jones Consolidated 1099 Tax Statements.
Every year, Edward Jones distributes complimentary tax guides, published by CCH Wolters Kluwer and conveniently offered in both digital and hard copy formats, designed to help tax professionals understand, apply and comply with today's complex federal tax laws.
This complimentary chart, published by Wolters Kluwer, provides current regulatory data, including income, capital gain and estate tax rates, retirement plan contribution limits, mileage rates, and educational incentives, in a convenient, “at-a-glance” format.
Tax practitioners can contact Edward Jones to obtain the cost basis information they need to calculate gains or losses for firm-held securities, value estates and gifts, and evaluate investment performance.
To learn more about these resources and how we can help you help your clients work toward their financial goals, contact your local Edward Jones financial advisor today.