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?

[ymaruth]

Update: have tried since Tuesday (four days) and still can't import my brokerage data. Turbotax needs to troubleshoot this problem.

[CarissaM]

Does either of you have entries in boxes 8 or 10? If so the ability to import will not be available until after Feb 15, 2023. You can view this here.  

Please let us know if this is not the case. @siege990 @ymaruth

[ymaruth]

Nothing entered in Boxes 8 and/or 10 on all 1099's

[MichelleLO]

Please note that the help article posted by CarissaM, also states that if your brokerage uses consolidated tax statements then you may not be able to import until February 15.  Edward Jones does use consolidated tax statements, please try again on or after February 15.

@ymaruth 

[siege990]

That may be, but there's two issues with that statement:

1. I use TD Ameritrade also, and they have consolidated 1099s. I successfully imported that one a few days ago.
2. The error I'm receiving is that the username or password isn't correct. The error doesn't say "this won't work until February 15, so try again later." This suggests that there's a connection problem with EJ, not that TT can't process the 1099s.

[siege990]

Also, there's no amount listed in any box 8 or 10 on any 1099 I have from Edward Jones.

[HeatherPLO]

So we can take a closer look at your specific situation, please reach out to us directly using the Help Article here.  This ensures you will get to the correct department as quickly as possible.  

@siege990 

[EilS]

I also can't import Edward Jones data. The system does not recognize the User ID or password entered. Never had this problem before. Is there a solution yet?

[MichelleLO]

As stated above by CarissaM, if you have entries in Boxes 8 or 10 or have a consolidated tax statement, you will not be able to import until February 15.  

@EilS 

[EilS]

You may want to add to your solutions this simple fix for "the system does not recognize the User ID or password you entered":

1- disable all popup blockers before logging in to Edward Jones, then log in to/enable your Edward Jones account

2- proceed/return to turbo tax import prompt, should then accept your Edward Jones account User ID/password, connect and import data without further issues. 

[ymaruth]

still doesn't work

[MarilynG1]

Here's a FAQ with Import Troubleshooting you can try.  The issue that makes importing hard to solve is that it works for some, but not for others (same brokerages). 

You can also opt to enter Sales Section Totals as an alternative to importing. 

@ymaruth 

[cav503]

I have contacted Edward Jones and They indicate there is no problem on their end. I do no not have a two factor login.

[cav503]

likewise!

[HeatherPLO]

So we can take a closer look at your specific situation, please reach out to us directly using the Help Article here.  This ensures you will get to the correct department as quickly as possible.  

@cav503