Thank you for your reply. I have tried all of these suggestions, including contacting EdwardJones about availability and was told, "If you (me) client can download the documents, TurboTax should be able to." My documents are complete, unlike others. Just to confirm:
I am NOT using TurboTax on-line. I'm using TT Deluxe on my Windows 11 PC.
TT does connect to EJ using my credentials for EJ.
I reviewed the links sent, but nothing appeared viable for my issue.
I would REALLY appreciate spending some TELCO time with TT to walk thru this problem.
Again, thank you.
