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jdfisher1
New Member

Why are Capital Gains and Ordinary Dividends from Edward Jones not being downloaded into my Turbo Tax?

 
posted
‎February 23, 2025 8:01 AM
last updated ‎February 23, 2025 8:01 AM
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JotikaT2
Employee Tax Expert
Employee Tax Expert

Why are Capital Gains and Ordinary Dividends from Edward Jones not being downloaded into my Turbo Tax?

See these links for more details on importing your Edward Jones information.

 

When will I be able to import my 1099?

 

What if I can't import my 1099? 

 

Also Edward Jones does have 2 different names listed as an approved partner so make sure you are selecting the correct brokerage name based upon your investments.  Another tip is to make sure you have enabled third-party authorization on the brokerage side.

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‎March 4, 2025 7:24 PM
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