General tax filing questions

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

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 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.