topic Turbo tax does not upload Edward Jones 1099's in Get your taxes done using TurboTax

Turbo tax does not upload Edward Jones 1099's

Quisp22 — Tue, 10 Feb 2026 11:10:50 GMT

Re: Turbo tax does not upload Edward Jones 1099's

JohnB5677 — Thu, 22 Feb 2024 13:14:10 GMT

Please clarify your question.

What do you mean by update Edward Jones.
Edward Jones would update any new information.
Are you talking about something that is happening in the program. If so please be specific.

Please contact us again with any questions, and provide some additional details.

Re: Turbo tax does not upload Edward Jones 1099's

Quisp22 — Thu, 22 Feb 2024 13:46:06 GMT

In the turbo tax program when I go to upload the Edward Jones 1099's turbo tax goes out to capture the information but it does not upload the information. The program says success but the 1099's do not show on my tax returns. This is the same problem as last year.

Re: Turbo tax does not upload Edward Jones 1099's

JohnB5677 — Thu, 22 Feb 2024 14:23:01 GMT

Although it looked like you could import the 1099-S, it is on the exception list.

Please see TurboTax help article Which 1099 forms are not available for import?

However, you can post it manually

Sign into TurboTax
Pick up where you left off.
Select Tax Tools
On the drop-down select Tools
Select Tax Tools
On the drop-down select Tools
There will be 4 green boxes
Select Topics Search
Type the form 1099-S
Continue through the questions and it will be posted to your return.
Answer Yes to Did you sell or have your home foreclosed in 2023?
Enter the address of the home you sold on the next screen, and Continue.
On the next screen, answer Yes to Did you receive a Form 1099-S that reported this sale? and enter the info from your 1099-S.
On the next screens, follow the on-screen instructions to continue entering the info from your 1099-S.

Please contact us again with any questions, and provide some additional details.

Re: Turbo tax does not upload Edward Jones 1099's

Quisp22 — Thu, 22 Feb 2024 14:47:54 GMT

I am specifically looking for the 1099 Div forms. Turbo tax takes me to the "import from your broker " forms and I put in my password and user name. Turbo tax then goes out to try and download the 1099 div form and comes back and says success but the forms do not transfer to my tax returns. I had this problem last year too. I will not enter the info because it is 14 pages and that's why I buy the Turbo tax program. This is very frustrating!!

Re: Turbo tax does not upload Edward Jones 1099's

JamesG1 — Thu, 22 Feb 2024 15:27:11 GMT

In TurboTax Online Premium, I am able to download a variety of forms from Edward Jones including IRS form 1099-DIV.

Have you considered accessing TurboTax Online and Edward Jones through a different browser?

If you are not able to download the IRS form 1099-DIV, you are able to enter the form by hand.

@Quisp22

Re: Turbo tax does not upload Edward Jones 1099's

Quisp22 — Thu, 22 Feb 2024 16:28:41 GMT

I am using Turbo tax Premiere. I STILL cannot access the 1099 DIV/INT from Edward Jones. I DID change browsers and it still does not transfer. The 1099 DIV/INT is available from Edward Jones but it DOES NOT transfer to my tax return. I bought the Turbo tax program so I didn't have to enter the info from the 1099 forms manually--it's 14 pages of stock sales/losses and gains.

Re: Turbo tax does not upload Edward Jones 1099's

Quisp22 — Fri, 23 Feb 2024 00:01:12 GMT

Yes. The turbo tax program is not downloading my Edward Jones 1099 DIV/INT information. I still have not been able to get the program to work. PLEASE HELP!!

Re: Turbo tax does not upload Edward Jones 1099's

CatinaT1 — Mon, 26 Feb 2024 14:49:16 GMT

Please call TurboTax Customer service.  Here is a link:  Turbo Tax Customer Service

Re: Turbo tax does not upload Edward Jones 1099's

Quisp22 — Tue, 27 Feb 2024 13:27:30 GMT

This is a software issue per Turbo tax. They are fixing it.

Re: Turbo tax does not upload Edward Jones 1099's

lkraus — Wed, 12 Mar 2025 19:41:30 GMT

Edward Jones import is still not working. Says forms have been imported, but nothing appears in TurboTax.

The entire reason I purchase TurboTax is to avoid manually transferring fifteen pages of transactions.

Re: Turbo tax does not upload Edward Jones 1099's

lkraus — Sat, 15 Mar 2025 15:00:39 GMT

TurboTax updated when I opened it today. Tried the Edward Jones import again - absolutely nothing happened. No tab opened in my Brave browser. No request to link EJ and my Intuit account, nothing at all.

Switched all my internet file associations to Chrome and the import finally worked.

If you require specific browsers/settings for your software to work, TELL us what the requirements are!

Re: Turbo tax does not upload Edward Jones 1099's

CatinaT1 — Tue, 18 Mar 2025 16:30:17 GMT

That has been an issue with the Brave browser. You have to turn off your anti-virus.

If you are using TurboTax Online, try importing using a different browser.

See the following TurboTax Help articles for potential fixes:

Re: Turbo tax does not upload Edward Jones 1099's

jemps4186 — Fri, 13 Feb 2026 22:56:34 GMT

When I go to import brokerage info from Edward jones, the program says it was successful. But I do not ever see any imported information. WHY?

Re: Turbo tax does not upload Edward Jones 1099's

mark112958 — Fri, 13 Feb 2026 23:32:18 GMT

I downloaded my EJ statements. I was told info was captured and return to TT. TT did not receive info and I was in a do loop. I just bought a new computer with Microsoft Edge as the browser. I downloaded Google Chrome and set it as my default browser. I then downloaded once again and it worked perfect.

Re: Turbo tax does not upload Edward Jones 1099's

koelbl5 — Mon, 16 Feb 2026 13:27:21 GMT

I am having the same problem. I try to import 1099 data from Edward Jones. The TurboTax program connects with my Edward Jones account and gives me a message that the data was successfully imported. When I go back to TurboTax, the program is at the same point waiting for me to click Continue to connect with Edward Jones. No data is imported. I have tried Microsoft Edge and Google Chrome browsers. I have turned off firewalls and anti-virus protection. Nothing works. I have been able to import the Edward Jones data from several years, but not with the 2025 TurboTax software. The only difference is that I am using a laptop instead of the desktop. This is definitely a problem with the software and should be fixed for customers.

Re: Turbo tax does not upload Edward Jones 1099's

mark112958 — Mon, 16 Feb 2026 14:33:18 GMT

I was able to resolve my problem by downloading Google Chrome, making it my default browser and then downloading Edward Jones info one more time and it worked as it should. Good luck!

Re: Turbo tax does not upload Edward Jones 1099's

koelbl5 — Mon, 16 Feb 2026 16:48:57 GMT

I tried it with Microsoft Edge and Google Chrome as my default browser. I turned off firewalls and anti-virus software. I tried it over Wifi and connected directly to the ethernet network. Nothing works. The TurboTax software will not import the Edward Jones 1099 information even though it says it has.

Re: Turbo tax does not upload Edward Jones 1099's

CatinaT1 — Mon, 16 Feb 2026 16:51:46 GMT

If you received a "Success" message but your data hasn't appeared in TurboTax, it is likely due to recent browser security updates regarding Local Network Access.

To fix this you need to allow TurboTax to securely retrieve your data through your browser settings:

Locate the View Site Information icon (the "tune" or "lock" icon) on the far left of your address bar, just before the URL.
Find Local Network Access in the dropdown menu.
Toggle the switch to ON.
Refresh the page and attempt your import again.

If permissions aren't the issue, one of the following factors may be at play:

Brokerage Delays: While most forms arrive by January 31, many brokerages delay Consolidated 1099s (like the 1099-B) until mid-February due to complex reporting requirements.
Availability: Your brokerage must specifically "release" the import file to TurboTax. If it isn’t ready, we recommend checking back.
Connection Blocks: Active VPNs or aggressive Anti-Virus software can occasionally block the import feature between your bank and TurboTax. Try disabling them temporarily or switching to a different browser.

Helpful TurboTax Articles:

Re: Turbo tax does not upload Edward Jones 1099's

koelbl5 — Mon, 16 Feb 2026 20:42:42 GMT

Toggling Local Network Access to "ON" worked for me.