jrcc
New Member

Get your taxes done using TurboTax

I had this issue. Turbo tax or Edward Jones needs to warn people. I imported from EJ from a downloaded 2023 program.

My fix is to start on the homepage of your tax return. choose WAGES AND INCOME

Then select I will choose what to work on option

Go to investment income 

click the update option next to EJ or you may see another term

click edit

click the pencil

click sales section title GO to DROP down box.

Select long term basis not reported 

click continue at bottom pf page. Another page popped up, and I answered none of these as that best applies to me.  

I went into view then forms and looked to see if the box had changed in form 8949. it did so that was that.