Cannot import 1099 data from Edward Jones

Forum|Forum|3 years ago
February 14, 2023
16 replies
233 views

I am now getting an error when attempting to import 1099-INT and DIV from edward jones that says my userid/password are incorrect. They are not incorrect and i've signed into the Edward Jones site with the userid/password to validate. I previously was able to download from edward jones prior to the update which was applied yesterday which were released 2/10/23 from Intuit.

Any ideas what actions may need to be accomplished to get back to imports from edward jones functioning again?

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Anonymous

I originally opened this thread back on Feb 13.. Today, after the TT downloaded and applied patches, my ability to download from Edward Jones functionality was restored. I did nothing different than I had previously. Also, I am not signed on via browser to the edward jones site as many have suggested was a work around. It appears TT finally addressed the code defect that was introduced weeks back

xpec0

Level 3

Just tried...still won't import from EJ. I use a MAC Book Air on 12.6.4 and Safari on 16.3 TT Premier for tax year 2022 for MAC. Also, I noticed TT does not have an update for me says I'm up to date.

TT may have to patch the Mac App.

Are you on Windows or a MAC?

Thanks...

Anonymous

Windows 11 and Turbo Tax Desktop

davemacv

Level 2

Same problem here - Tried to import a month ago and worked ok but not all doc's were ready from Edward Jones.

Today updated Turbo Tax and get this same error message

help!!!

davemacv

Level 2

I found my issue

I use Chrome but TT was trying Edge.

I went to Edge logged into EDJ answered all the security questions and said "Remember This Device"

Then TT allowed me to sign into EDJ and import files

Good Luck

Dmyer

Level 2

I am having the same issue, I know my EDJones access is correct since I can login directly but not thru Turbo Tax.

MoniqueLO_

Level 10

Please see What if I can't import my 1099? and be sure to review the Troubleshooting section for instructions.

If you need additional assistance, please feel free to contact Customer Support so you can speak with a TurboTax representative who can assist you.

@Dmyer

xpec0

Level 3

@MoniqueLO_

I successfully imported my 1099 info from EJ. Steps...

To refresh: I use TT Premier download for MAC. My MAC is 12.6.4 and my browser is Safari 16.3.

I started TT Premier and it went through the update process and started up successfully. I then went to Safari Preferences, Privacy, Manage Website Data and scrolled down to Edward Jones (Cache, Cookies etc) and "removed". Then went to EJ site, had to authenticate via code in Cell text message and log in. Checked "Remember this computer" to avoid that 2 part authentication, logged out of EJ and went back to TT Premier.

Went to "Import" in TT Premier. After entering my userid and password TT Premier successfully imported all of my tax data. I just finished checking the import and all appears to be correct.

So, it was either the weekly update from TT or the refresh of the Cache, Cookies etc. I hope this helps another MAC download user out there.

Thank you...

OhBoy2

Level 2

I use a Mac computer, Safari browser and desktop version of TurboTax. I was trying to import 2022 tax forms from Edward Jones and kept getting the error message -

“From Edward Jones: The system did not recognize the user ID or password. Please try again.”

I know the password and ID were correct, as they worked on the Edward Jones website. I tried many things, but doing the following finally resolved my issue. I disabled my Edward Jones Two-Factor Authentication. I then went in my Safari settings to the Privacy tab. I cleared all my Safari history and cookies, but I know this alone didn’t resolve anything for me. Next and most importantly, I took a picture of those current settings under Privacy and then unchecked everything. I then logged back into the Edward Jones website to recreate it’s cookie. I restarted the TurboTax application and tried the import again which successfully download the forms. Afterwards, I put my Privacy settings back to normal and again cleared the cookies.

dlarsonlawrence

Level 2

I was able to import the consolidated 1099, but all of my sales of capital assets defaulted to short-term even tho Edward Jones had them listed as long term. Turbotax flagged them in error and I had to manually change each one. Also, the ones that were actually short term should have been a single total on Sched D but instead it listed every line on form 8949.