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Can't download 1099 tax statement from Edward Jones

 
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1 Reply
SharonD007
Expert Alumni

Can't download 1099 tax statement from Edward Jones

Assuming you are referring to a 1099-B, for investment income, review the TurboTax Help article Where do I enter or import a 1099-B? for assistance. If you are unable to download your 1099-B statement, you have the option to enter it yourself. 

 

Follow the steps below to enter your 1099-B:

 

  1. Launch TurboTax
  2. Select Federal and Wages & Income
  3. Select Add more income
  4. Select the dropdown by Investments and Savings
  5. Select Start/Edit by Stocks, Bonds, Mutual Funds (1099-B) Please note that you may have to upgrade to TurboTax Premium
  6. TurboTax will guide you through the screens to enter your 1099-B.

 

 

For more information on broker transactions, ‌ refer to the TurboTax article What is Form 1099-B: Proceeds from Broker Transactions?

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