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kelledp
New Member

Importing Edward Jones Investments and Dividends 1099 Import

I am trying to import my Edward Jones 2020 tax information in TurboTax Deluxe and get a message stating the information will not be available until January 28th.  But, if I go directly to my Edward Jones account under Documents/ Tax Forms, my full 2020 Consolidates 1099 Statement is there to download in PDF format.  What gives?  TIA

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3 Replies

Importing Edward Jones Investments and Dividends 1099 Import

They have to make a separate special file to import into tax programs.  You have to wait unless you want to enter it all manually from the 1099 pdf.  

kelledp
New Member

Importing Edward Jones Investments and Dividends 1099 Import

Thank you!  I will probably wait as I have more confidence in TurboTax allocating to the correct forms and fields than me fumbling through.

Importing Edward Jones Investments and Dividends 1099 Import

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