General tax filing questions

Find answers to common tax-filing questions for your taxable and retirement accounts.


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 relief

For information about Economic Impact Payments in 2020, visit Coronavirus Tax Relief and Economic Impact Payments on the Internal Revenue Service website.

Taxable brokerage account income questions

Information about income on tax forms, Alternative Minimum Tax (AMT) and taxation of Social Security benefits.

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Retirement account activity questions

Information about retirement account activity reported on tax forms, rollovers, direct transfers and qualified charitable distributions (QCD).

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Our technology can help make tax time easier

We know tax time can be complicated. Check out these valuable services to help make filing your federal income taxes a little easier.

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Do you have everything you need to file?

Ready to file your federal income taxes? Use our tax filing checklist as a guide to help ensure you have all the tax forms you need to complete your return.

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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.