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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 7

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.

Scruffy Curmudgeon--PFFM/ IAFF, Locals 718/30, retired firefighter/medic; univ faculty NOT INTUIT EMPLOYEE
- Strategy & Quantitative Methods Med-M&M, Law discriminatory statistics, Med & PH - epidemiology statistics;
USAR 64-67 AIS/ASA MOS 9301 - O3
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-------------------------------------No Not an Intuit Employee - Just donating my time
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