topic Can not download 1099 from Edward jones account, Turbotax help is utterly useless is there any solution? in Get your taxes done using TurboTax

Can not download 1099 from Edward jones account, Turbotax help is utterly useless is there any solution?

xdavidsam-gmail- — Mon, 23 Feb 2026 09:42:00 GMT

Using turbotax deluxe desktop software, unable to download 1099 from Edward jones account

Re: Can not download 1099 from Edward jones account, Turbotax help is utterly useless is there any solution?

VolvoGirl — Mon, 30 Jan 2023 22:39:36 GMT

You have to ask Edward Jones. It might not be ready yet to import. Most won't be read until February.

Re: Can not download 1099 from Edward jones account, Turbotax help is utterly useless is there any solution?

xmasbaby0 — Mon, 30 Jan 2023 22:39:39 GMT

You are probably trying to import too soon. Usually financial institutions have the information online for you to view or print earlier than they have it ready for importing into the tax software. It is often about mid-February before you can import 1099R's, 1099B's , etc.

Re: Can not download 1099 from Edward jones account, Turbotax help is utterly useless is there any solution?

xdavidsam-gmail- — Mon, 30 Jan 2023 23:19:48 GMT

Thanks for the quick reply,

The forms are available, This is for one of my family members,

I was able to download others with no issues (have 2 more accounts).

Says user id/pw is not correct, I can sign on on in the same computer without any issues (tried 10/15 times).

I have done last year, it worked (doing it for few years),

Very frustrating not sure if it is EJ's issue

Re: Can not download 1099 from Edward jones account, Turbotax help is utterly useless is there any solution?

tango1127 — Mon, 13 Feb 2023 17:30:24 GMT

Having the same issue. says userid and password is invalid.

Re: Can not download 1099 from Edward jones account, Turbotax help is utterly useless is there an...

CarissaM — Mon, 13 Feb 2023 18:49:09 GMT

Please follow the instructions here to import the 1099. If you are unable to import, then you will need to manually enter the 1099.

Re: Can not download 1099 from Edward jones account, Turbotax help is utterly useless is there any solution?

Robert Lindahl — Mon, 03 Apr 2023 21:49:58 GMT

I cannot download my taxes from Edward Jones.

Re: Can not download 1099 from Edward jones account, Turbotax help is utterly useless is there any solution?

KFern-MCS — Mon, 03 Apr 2023 22:03:56 GMT

I found that I had to be signed into my Edward Jones account online so that it could download. I suspect it has something to do with the secondary verification requirement.

Re: Can not download 1099 from Edward jones account, Turbotax help is utterly useless is there any solution?

Robert Lindahl — Mon, 03 Apr 2023 22:47:36 GMT

Signing into my Edward Jones account first didn't work for me.

Re: Can not download 1099 from Edward jones account, Turbotax help is utterly useless is there an...

EbonyA — Tue, 04 Apr 2023 17:46:49 GMT

You may review this thread and see if any if the proposed suggestions help to fix your problem @Robert Lindahl.

Re: Can not download 1099 from Edward jones account, Turbotax help is utterly useless is there any solution?

mmarsten — Sat, 15 Apr 2023 15:48:04 GMT

When I was signed in to my Edward Jones account in Chrome, I was not able to import in TurboTax.

But when I signed into Edward Jones from Edge browser, TurboTax WAS able to connect to Edward Jones and import my forms.

Re: Can not download 1099 from Edward jones account, Turbotax help is utterly useless is there any solution?

Robert Lindahl — Sun, 16 Apr 2023 19:15:11 GMT

Go figure!! I had the opposite result.