Edward Jones tax form questions

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


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.

Questions about Edward Jones tax forms

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Edward Jones tax form guides

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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.