Retirement account activity questions

 A retirement-aged couple enjoys a kayaking excursion on a sunny day.

General questions

Questions related to Form 1099-R

Questions related to Form 5498

More questions?

For tax questions, consult your tax professional. For investment-related questions, please contact your local financial advisor.

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.