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New Member
posted Mar 7, 2025 7:51:25 AM

can i import edward jones consolidated report into turbo basic.

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1 Replies
Expert Alumni
Mar 12, 2025 6:47:18 PM

Are you using the Desktop application or TurboTax Online?

 

In either case, you can import from Edward Jones.  Type 'Edward Jones' in the Search for financial institutions, then double-click on the correct one in the Search Results (there are two).

 

You'll be taken to the Sign In page.

 

Some hints:  Make sure your Edward Jones account is enabled for 'third party access'.  Temporarily disable anti-virus program.  Here's How to Turn Off Anti-Virus Programs.

 

@bluffcitybutler