topic Downloaded Edward Jones 2025 1099 statement from Edward Jones into TT Premier made LT Capital Gains into ST Capital Gains. in Investors & landlords

Downloaded Edward Jones 2025 1099 statement from Edward Jones into TT Premier made LT Capital Gains into ST Capital Gains.

Trb0Qik — Sun, 15 Feb 2026 21:20:30 GMT

After downloading a 2025 1099 statement from Edward Jones into TT Premier, 4 municipal funds accounts that were bought at the same time 2 years ago and all sold at same time. Although Edwards Jones pdf report shows them long term, which they should be, Turbotax shows them to be short term.

Re: Downloaded Edward Jones 2025 1099 statement from Edward Jones into TT Premier made LT Capital...

DavidD66 — Sun, 15 Feb 2026 22:35:18 GMT

It sounds like either the acquisition date wasn't included in the download, or it imported incorrectly. Either way, you will need to edit your transactions. To do so navigate to "Your investment sales summary" screen. Click the Edit button next to the imported item on that screen. Correct the 1099-B information. Alternatively, in TurboTax Desktop you can use Forms mode to directly edit the 1099-B Worksheet.

Re: Downloaded Edward Jones 2025 1099 statement from Edward Jones into TT Premier made LT Capital...

Trb0Qik — Wed, 18 Feb 2026 18:48:22 GMT

You are right, your suggestion is what I need to do. It wasn't a Turbo Tax issue. Edward Jones claims that IRS allows them to label Long Term Gains as "various" instead of an acquisition date, and now that I have changed these mutual fund sales to long term and entered an acquisition date instead of "various, the Schedule D, the 8949, and the 1040 are correct. Apparently their method isn't compatible with TurboTax. But I think this a lazy way to do this on the part of Edward Jones.

Thanks for your help.

PS Edward Jones tells me that my numbers will be in line with what IRS received. I sure hope so!