MichelleLO
Intuit Alumni

Get your taxes done using TurboTax

You may need to check with Edward Jones to see if they are allowing third-party access. Although the following Help Article is for Schwab, it is possible that your brokerage has restricted TurboTax's access to your statements unless you grant consent, and you might need to do something similar to what is described here How can I fix my 1099 import issue?

 

If you continue to have issues, please follow the instructions in this TurboTax FAQ to contact Customer Support: What is the TurboTax phone number?

@mdyz

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