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junice1926
New Member

We have stock investments but Edward Jones says no tax forms will be generated. What does this mean?

Our Edward Jones account is not issuing any tax forms on our account. Not sure what this means, can you tell me?

1 Reply
ScruffyCurmudgeon
Level 8

We have stock investments but Edward Jones says no tax forms will be generated. What does this mean?

That is a matter that you will have to discuss with your broker, Edward D Jones.  If they do not make statements available to you, they also do not make available a download of data within TurboTax.

Only possibility that comes to mind is that the total reported income is under $10 and no other issues apply.

If this posted response is useful to you, please click on the upraised hand in the lower left of this post. Thank you. Scruffy Curmudgeon--PFFM/ IAFF, retired FireFighter/Paramedic - Locals 718/30, Veteran USAR O3 AIS/ASA '65-'67


NOT INTUIT EMPLOYEE
USAR 64-67 AIS/ASA MOS 9301 - O3

- Just donating my time
**Say Thanks by clicking the thumb icon in the lower left corner -it means nothing but makes those than answer feel wanted.
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