Whether or not you need to file an amended federal tax return depends upon what was reported on the Edward Jones Form 1099. If the only thing that was reported was interest and/or dividends, then you probably don't need to file an amended return. This is because the IRS, who also receives the 1099 information, will realize you did not report the interest/dividend income and they will propose an adjustment to your return via mail. If you agree, you don't have to do anything. If your Form 1099 includes the sale of investments (or other items) then you should amend your return.
If you do need to amend your return, or if you don't want to wait for the IRS to make the adjustment, and you used TurboTax to prepare your return, it's pretty straight forward:
If you originally filed your return with TurboTax, we can help streamline the steps outlined above. If you used TurboTax Online, simply log in to your account and select “Amend a return that was filed and accepted.” If you used our CD/download product, sign back into your return and select “Amend a filed return.” You will be able to amend your state as well.
See the following TurboTax Help article on filing amended returns:
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