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Level 2
posted Jan 30, 2023 2:38:15 PM

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

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

0 11 1419
11 Replies
Level 15
Jan 30, 2023 2:39:36 PM

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

Level 15
Jan 30, 2023 2:39:39 PM

 

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.   

Level 2
Jan 30, 2023 3:19:48 PM

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

Level 1
Feb 13, 2023 9:30:24 AM

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

Intuit Alumni
Feb 13, 2023 10:49:09 AM

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

New Member
Apr 3, 2023 2:49:58 PM

I cannot download my taxes from Edward Jones.

Level 1
Apr 3, 2023 3:03:56 PM

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.

New Member
Apr 3, 2023 3:47:36 PM

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

Intuit Alumni
Apr 4, 2023 10:46:49 AM

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

Returning Member
Apr 15, 2023 8:48:04 AM

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.

New Member
Apr 16, 2023 12:15:11 PM

Go figure!! I had the opposite result.