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New Member
posted Mar 23, 2023 11:41:34 AM

I moved Edward Jones assets to new financial co. (LPL) cannot access record. where do I get the info from?

did not get 1099-R from Edward Jones, but it appears it was downloaded to you on 2/7/2023. is that correct?

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2 Replies
Level 15
Mar 23, 2023 11:43:48 AM

TurboTax does not have access to any taxpayer tax forms, W-2 or Form 1099's.

 

See this TurboTax support FAQ for importing a Form 1099 - https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/import-1099s/L2hPcduMb_US_en_US?uid=lflgp2ca

Expert Alumni
Mar 23, 2023 12:03:34 PM

If there was a 1099-R that was downloaded, it would appear in your tax return.  

 

  • If you have login access to Edward Jones and/or LPL, you can use that login to find information.  
  • If you do not have login access, I suggest you contact the broker and have them provide it for you.
  • You will probably need access to both to confirm if there were any transactions in either location.
  • LPL may be missing Basis and date acquired from securities that were transferred.
  • If you contact Edward Jones, you may want to get a transcript of the account that was moved over.

If this does not completely answer your question, please contact us again and provide some additional details.