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

junice1926 · ‎June 1, 2019

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

ScruffyCurmudgeon · ‎June 1, 2019

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.

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