At Edward Jones, we want your tax preparation to go as smoothly as possible. These are some of the most common questions we hear from clients during tax season.

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Edward Jones tax forms

Edward Jones tax form production expectations

Edward Jones expects to furnish tax forms according to the following schedule for the 2022 tax season. This schedule is subject to change and is not intended to be a guarantee of a specific date for your tax form.

Important: Enroll in Online Access to receive an e-delivery notification and retrieve your tax forms immediately. Clients relying on U.S. Postal Service delivery of a printed copy of their form may experience significant delays that are beyond our control.

FORM NAMEWEEK OF:
Form 1099-RJanuary 17
Form 1099-QJanuary 17
Consolidated 1099 Tax Statement (Figures Are Final)1 
EquitiesJanuary 10
Mutual Funds & ETFsJanuary 17 & 24
Fixed-income securities & unit investment trustsFebruary 7
CMOs, REMICs, WHFITs and other complex securitiesFebruary 7
Consolidated 1099 Tax Statement (Figures Not Final)2February 7
Consolidated 1099 Tax Statement (Figures Are Final)3 Weekly beginning week of February 14
Form 5498May 16
  

1 Refer to the latest week according to the securities held in 2021. These are guidelines only and not guarantees a form will be produced in a given week.

2For accounts holding more complex securities, it is likely Edward Jones will need to furnish a Figures Not Final Consolidated 1099 Tax Statement. See below for the types of securities that may cause a Figures Not Final tax form to be furnished.

3Figures Are Final versions are furnished as the tax reporting information for accounts is finalized. We furnish all remaining Figures Are Final forms by March 15.

Cost basis on Form 1099-B

The Form 1099-B we furnish to you provides cost basis for securities you sold. However, if we are missing cost basis information, the form will indicate that the cost basis for that security is unknown. The cost basis may be unknown for several reasons, and you can help us update your cost basis by providing some information:

  • Certificate deposited: Tell your branch team the cost basis of the shares so we can update our system.
  • Transferred from a prior firm: Contact your prior firm to have them send us the cost basis.
  • Received as a gift: Obtain the cost basis information from the person who gave you the gift and provide it to your branch team.
  • Received due to a death: Contact your branch team to determine what information to provide.

Limited partnerships and royalty trusts

Additional documentation for limited partnerships and royalty trusts is provided by the organizations themselves. Edward Jones has no control over when they become available.

  • Limited partnerships: Partnerships are generally required to file tax returns and provide a Schedule K-1 directly to their limited partners by March 15. The websites www.taxpackagesupport.com and www.partnerdatalink.com provide contact information and online access to Schedules K-1 for various limited partnerships.
  • Royalty trusts: Royalty trusts issue royalty trust booklets containing information needed to file your tax return. These may be issued as late as April. Most royalty trust booklets may be found online. Contact the issuer of the royalty trust with questions about the royalty trust booklet.

Corrections

Address corrections: If the address on your tax form is incorrect, contact your financial advisor to make sure the address we have on file is updated.

Tax identification number corrections: We use the tax identification number on file with us as of Dec. 31 of the tax year when reporting to the IRS and on your tax forms. If the name or SSN/Tax ID on your form is incorrect, please contact your financial advisor to make sure the name or number we have on file is updated. The correct name and number will appear on all future tax forms. We are only allowed to correct a name or tax identification number on a current year tax form if the name or number used was incorrect due to our error.

View, share and download your forms electronically

Edward Jones Online Access provides you with a convenient and secure way to access and manage tax forms during tax season. If you are not enrolled, enroll today and enjoy these benefits:

  • E-delivery: Receive an email notification when your tax form is ready and retrieve it immediately instead of waiting for it in the mail.
  • Share tax forms: Provide your tax professional with secure electronic access to your tax forms, eliminating the need to deliver or mail your forms.
  • Tax software imports and file downloads: Import your tax information conveniently and accurately into Turbo Tax®, e-Organizer and H&R Block At HomeTM.  In addition, Excel and CSV-formatted downloads are available.

Further questions?

For tax preparation assistance:

Contact a tax professional or the IRS at (800) 829-1040 or www.irs.gov.

For investment assistance and account questions:

Contact your Edward Jones financial advisor.

For questions about Edward Jones tax forms:

Call Edward Jones at (800) 282-0829.

Tax Season Expanded Hours:

  • January 31 - April 16: Monday - Friday, 7 a.m. - 7 p.m. Central time
  • February 19 - April 16: Saturdays, 9:00 a.m. - 2 p.m. Central time

Outside of tax season: Monday – Friday, 8 a.m. – 6 p.m. Central time

Edward Jones associates are available to answer questions about the tax forms we produce. We do not provide tax advice or tax preparation assistance but will be happy to help you understand your forms.

You may also check the status of your tax form at any time from mid-January through April 15 using our automated response system available at the same 800-number above.

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.