Downloading Edward Jones 1099B
I get "confirm your financial institution info " The name of the institution is blank. I
am invited to check "I need to change the name or account number" If I check that,
Edward Jones is not listed, so I check "Not Listed" , fill in Edward Jones in the second
box, the account # in the third box. Continue takes me back to the "confirm your fin inst
info." Stuck in that loop.
Going to FORMS form 1099B Edward Jones wks there was a red ! mark. I can't remember exactly
where there was a yellowed box -- something about ownership of the account. I checked
that and the ! went away. The data looks correct on the form, but in the dialogue section
the info from the Jones 1099B does not show up.
I do have a paper copy of the 1099B
Since I can't move on, this is a fatal flaw. In years, first ever Turbo tax problem. Bill[PII removed]
