WonderingMind
Returning Member

Unable to download 2025 tax forms from EdwardJones

Trying to download tax forms from EdwardJones. All seems to go well including it asking for ID/Password for EJ. Next screen says SUCCESSFULLY CONNECTED. Even got an email from EJ that they were connected.  Then next screen says "You can ask Edward Jones if you'll get tax forms this year, and return to import when they're available. If you already have the info, you can enter it by hand. (902)". That's it; no download, nothing. EJ Tech support says I am connecting, but cannot confirm TT connected. Help.  Entering by HAND is NOT going to happen.  That's why we buy  TT.