brokerage data

[CMore71]

One of my Edward Jones accounts earned less than $10 and no tax document was generated.  When I try to download my other tax documents which are ready, TurboTax tells me "unable to download since one or more of your Edward Jones accounts has incomplete tax information.  try again later"

Anyone encountered this before?

[AlexanderS08]

I have heard of customers needing to log in to their broker accounts and authorize the brokerage firm to share the tax information with another service like TurboTax so I would recommend you look into that.

[petemartno]

Fidelity sent me a 8.5x11 sheet labeled Form 1099 Div. When I manually enter this in Turbo, the form does not have blanks for entry of Qualified Divs, Section 199A divs, or Foreign Tax Paid. 

What to do?

[CatinaT1]

Make sure you are in the area to enter Dividends and not in interest or another area.

Here is the best way to get to this area in TurboTax:

1. Sign into your TurboTax account
2. Click on Search in the upper right corner next to the magnifying glass
3. Type 1099-DIV
4. Click the Jump To link in the search results
5. Click Add/Edit