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Get your taxes done using TurboTax
Had trouble importing my wifes 1099 from Edward Jones after I was successful at importing my own 1099. Simple fix once I spent too much time reading the message boards. Not sure about any other broker, but TurboTax does not like a number in the USERID, at least not in the first position of the USERID. I changed the USERID on her Edward Jones account using no numbers or special characters (worst practice, TT!) and tried importing from TurboTax, and it worked! Now, I'm going back in to Edward Jones and changing back to a good USERID.
March 14, 2023
6:03 PM