Retirement tax questions

@barbaracampbell 

 

 

Sorry Barb.  No one here can do that for you in this PUBLIC forum.

 

IF you are just attempting to get a copy of your 2021 1099-R

1) log onto your Edward Jones account to find it in there as a tax document PDF download to your computer.

or

2)  Contact your local Edward Jones office and see if they can help you find it, and perhaps print it out for you.

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OR

Are you trying to Import it into your tax software?

1)  You would do that during your 1099-R entry in the retirement income section of the tax software.

2) or....if that doesn't work, you might have to enter it manually using your paper copy  (a number of brokerages have taken down their special tax file import sites by this time of year, so manual entry is sometimes required)

 

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*