In the past I have been able to have TurboTax go out to Edward Jones and retrieve the investment data needed for my 1040 form. How do I do that?

[cav503]

I have been thru every option on the Turbotax phone system. There is nothing there that addresses the inability to log into Edward Jones thru the Turbotax software to import my tax information. I have spent a good deal of time talking to an actual person at Edward Jones and the verified there is no problem on their end. This is a turbotax issue!

[cav503]

This is no help. The problem is with the turbotax software deluxe edition. Which is the only reason I purchase turbotax software to begin with. If this is not fixed, it will be the last time I use this product.

[HeatherPLO]

You must be a current Edward Jones client who is enrolled in Online Access to import into tax preparation software. Have you confirmed this?  If you are not enrolled, you may enroll at www.edwardjones.com/access

@cav503 

[cav503]

Yes I am enrolled in account access and have logged in to my account hundreds of times with no issue!

[cav503]

That's a joke! nothing anywhere about unsuccessful login to Edward Jones or anyone else.

[MichelleLO]

There was a system update last night that helped resolve the import issue for some users.  Please try to import your documents again to see if the issue is resolved.  If you are still having problems, please comment back with which TurboTax product you are using so that we can further assist you.  

@cav503 

[cav503]

I entered my tax information by hand. Last time I will be using turbotax deluxe unless I get a refund for faulty software!

[siege990]

I just updated to whatever version was just released (2022.r18.036, build date Feb 16, 2023 at 2:56:53 PM). I still cannot pull my information from Edward Jones.

Has anyone who works for TT tried this with their own account? I guarantee it doesn't work. It's also after 2/15, by the way.

[cbslc]

I have 2 EJ accounts (mine and moms). I was able to get my EJ info to import tonight!  So I thought I would try my moms. No luck, same error, Invalid user... Tried several times.

 So I logged into EJ to ensure everything was correct. EJ made me do 2FA... and boom I was in to the EJ website no problem. I looked at the tax documents and they were good. So I went back to TT, made no changes to the user ID or password (they remaind filled in from prior attempts), and tried one last time. And this time it succeeded. No idea why. So my theory is that it needs to recognize your device for the authentication to work. So try logging in and having it remember your device during the 2FA process. I got an update yesterday and today to TT. My version shows 022.000.0429

[siege990]

Are you using the desktop version or the on-line version of TurboTax? I'm using the desktop version (the one you download, Mac version) and it still doesn't work. Further, there's no 2FA setup on my EJ account, nor do I see a spot to even enable such a feature.

@cbslc 

[cbslc]

Desktop, windows version. 

[CarissaM]

If using the desktop version, you will need to follow these instructions here in order to manually update the software. 

You may also want to try changing the password on the Edward Jones account, as this can often assist in connecting.

[ymaruth]

using desktop version, no way for FA access, still doesn't work, have received multiple random suggestions for how to correct and none of them work!

[ymaruth]

right!

[siege990]

@CarissaM  As you can see from my earlier post, I've updated to the latest version and it still doesn't work. Again I ask if anyone over at TT has actually tried this with the desktop version and an Edward Jones account.