Did you buy every investment listed on your 1099‑B? Do I answer yes if purchases are made through Edward Jones?

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Yes, you would indicate that you did buy every investment. Even though Edward Jones may make purchases on your behalf, you are the purchaser of all of your investments either by funds provided or by dividend reinvestment.

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Dependent 24,000.00 scholarship and had 10,600 in box 1 1098 T. Used remainder for room/ board. Purchased laptop required for school for $1500. AOC credit?

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Did you buy every investment listed on your 1099‑B? Do I answer yes if purchases are made through Edward Jones?

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Did you buy every investment listed on your 1099‑B? Do I answer yes if purchases are made through Edward Jones?

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Did you buy every investment listed on your 1099‑B? Do I answer yes if purchases are made through Edward Jones?

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