I use a Mac computer, Safari browser and desktop version of TurboTax. I was trying to import 2022 tax forms from Edward Jones and kept getting the error message -
“From Edward Jones: The system did not recognize the user ID or password. Please try again.”
I know the password and ID were correct, as they worked on the Edward Jones website. I tried many things, but doing the following finally resolved my issue. I disabled my Edward Jones Two-Factor Authentication. I then went in my Safari settings to the Privacy tab. I cleared all my Safari history and cookies, but I know this alone didn’t resolve anything for me. Next and most importantly, I took a picture of those current settings under Privacy and then unchecked everything. I then logged back into the Edward Jones website to recreate it’s cookie. I restarted the TurboTax application and tried the import again which successfully download the forms. Afterwards, I put my Privacy settings back to normal and again cleared the cookies.
