Tax resources

Information to help make your federal income tax filing easier, year-round.


The IRS postponed from April 15, 2021, until May 17, 2021, the deadline for individual taxpayers to file a 2020 Federal income tax return and to pay 2020 Federal income tax due. The IRS has also extended the deadline to make 2020 contributions to a traditional or Roth IRA until May 17, 2021. For residents of Texas, Oklahoma and Louisiana, the filing, payment and contribution deadlines have been extended to June 15, 2021 due to the winter storms in February. For more details and updates visit Coronavirus Tax Relief and Tax Relief in Disaster Situations on the IRS website (www.irs.gov).


Tax time doesn't have to be complicated. Find information, guides and answers to commonly asked questions to help make filing your federal income tax return a little easier this year. 

Access your Edward Jones tax forms

Online Access allows you to view, download and print your forms, import to Turbo Tax® and other tax preparation software, and securely share your forms with your tax professional.

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Edward Jones tax form questions

Get answers to common questions about the tax forms Edward Jones provides, and access helpful tax form guides.

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General tax-filing questions

Find answers to a variety of common tax-filing questions for taxable brokerage accounts and nontaxable retirement accounts.

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Tax Season Calendar

View important deadline dates for traders, furnishing tax forms and filing tax returns.

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Important information:
 

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. This content should not be depended upon for other than broadly informational purposes. Specific questions should be referred to a qualified tax professional.