Cannot download 2025 Consolidated 1099 from Edward Jones

[Xarkon]

It's mid-March, and I have tried multiple times to download my consolidated form 1099 from Edward Jones.

I'm using TurboTax Premiere Desktop on Mac; all updates have been applied. MacOS Tahoe, 26.3.1.

The problem occurred first with Safari. In reading previous posts about issues with 1099s, I've tried the following things:

- switched to Google Chrome as default browser

- rebooted machine

- enabled local access for the URL used by Turbotax for the access

- enabled popups for the URL used by Turbotax

- disabled Wifi and using a wired-only connection

- changed Edward Jones userid to alpha characters only

- changed Edward Jones password to eliminate special characters (i.e. alphanumeric only)

I'm enrolled in Edward Jones Account Access and can login just fine. Further, when I access the Edward Jones website, it tells me that access has been granted.

However, once the login from TurboTax completes and access is granted, I get the following screen. And no 1099 data is downloaded to TurboTax. Clicking the OK button, with or without the switch enabled, does nothing. 

Finally, my Consolidated 1099 from another brokerage firm - which was arguably more complicated - downloaded fine on the first try. (Before I made any of the system changes noted above.)

I've called the Edward Jones number shown on the page below. Useless as they pretty much kick you to TurboTax after giving some basic information.

Any recommendations? 

[Bsch4477]

Sometimes it’s just easier to enter the information manually. 

[Xarkon]

A couple other notes:

- firewall is off

- no VPN is in use

[DianeW777]

Initially I had a slight difficulty connecting to Edward Jones, however I discovered I was selecting certain options I didn't need to. And then I imported twice by mistake. It can be accomplished, the only difference I see is that I used Windows and not MAC, which may have different dynamics. 

In case you need to do summary entries, I will place instructions here for you. This solution is not as difficult as it may seem since your brokerage statements should include a summary of your transactions, grouped by sales category, for example, Box A short-term covered or Box D long-term covered.

You can always use direct entry if you choose, with summary totals.  The only exception if wash sales, which must be entered separately, if you have any.

• Where do I enter Form 1099-B? (Ignore import)
• How do I mail Form 8453? (review if alerted)

@Xarkon 

[Xarkon]

Thanks, but what do you mean when you said "selecting certain options I didn't need to"?

Sure, I could type in totals from my 1099, but as I understand it, I will then need to separately mail in other information to the IRS since I provided summary totals. I'd like to avoid it and just e-file without have to create a mailer.

And, as well, I'd like to avoid the typing exercise. For something that should just work (and has worked fine in previous years).

One other note on this forum software - not sure why the screen shot I uploaded isn't displaying at all. Does it have something to do with my post count? Or another cause?

[Bsch4477]

Only uncovered sales have to be listed individually. If you don’t have a lot of them this might be an option for you.