If there was a 1099-R that was downloaded, it would appear in your tax return.
- If you have login access to Edward Jones and/or LPL, you can use that login to find information.
- If you do not have login access, I suggest you contact the broker and have them provide it for you.
- You will probably need access to both to confirm if there were any transactions in either location.
- LPL may be missing Basis and date acquired from securities that were transferred.
- If you contact Edward Jones, you may want to get a transcript of the account that was moved over.
If this does not completely answer your question, please contact us again and provide some additional details.
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