tdavid8a
New Member

Tax form import Edward Jones, 2024 Tax Year

When trying to import 2024 1099R's from Edward Jones to Turbo Tax Premier desktop I get the following message:

"You can ask the financial institution if you'll get this form, and return to import it when it's available."

Turbo Tax then leaves me hanging with no guidance on what to do next  I have several 1099R's with one marked "Not Final". Is that the hangup?