Unfortunately, if you can not upload your Edward Jones Information, you are going to have to manually input it into TurboTax. Are these the steps that you used?
You can securely import your 1099-B, 1099-DIV, 1099-INT, 1099-OID, or 1099-R into TurboTax, provided your broker or financial institution participates in our TurboTax partner program.
- While in your Tax Home,
- Select Search in the top right corner of your screen,
- Enter 1099-B,
- Select the Jump to 1099-B,
- Follow the screens and you’ll be able to import your form.
You can import up to 1,500 transactions from your financial institution in TurboTax Online.
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