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New Member
posted Jun 3, 2019 12:45:39 PM

I have an Edward Jones account but did not get a 1099 form...but they mailed me a trade confirmation form...what do I do with it?

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2 Replies
New Member
Jun 3, 2019 12:45:40 PM

Where do I report sale of Trade to pay for Edward Jones services?

New Member
Jun 3, 2019 12:45:42 PM

The 1099-R Information is really what is needed to complete that section on your Return. If that confirmation you received is showing all the pertinent information you need to add to the return, then you can use it to complete it, However, if doesn't reflect all you need, then you would need to contact Edward Jones to have them send the Form to you.  They may also be able to fax you the form as well,  for faster results.  Keep in mind, If you are Mailing in your Return, you will definitely need that 1099-R to Mail along with your Return.

Hope this Helps!..