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Anonymous

Question

Cannot import 1099 data from Edward Jones

Forum|Forum|3 years ago
February 14, 2023
16 replies
98 views

I am now getting an error when attempting to import 1099-INT and DIV from edward jones that says my userid/password are incorrect. They are not incorrect and i've signed into the Edward Jones site with the userid/password to validate. I previously was able to download from edward jones prior to the update which was applied yesterday which were released 2/10/23 from Intuit.

Any ideas what actions may need to be accomplished to get back to imports from edward jones functioning again?

ronaldcox3883

Level 4

I was able to download correctly from Fidelity. Turbotax should have taken you to a log in page to enter the data for your Edward Jones account. The only glitch was that they also downloaded my IRA account, which I then had to delete the duplicate entry.

mahajanvm

Level 2

I have the same issue, I can download the tax forms from Edward Jones but TurboTax doesn't do keeps saying my userid and password are wrong. I was able to import from other brokerage firms.

Anonymous

Same for me,, I can get other investment accounts just fine. I also went back to my daughters tax filing and i can no longer download from edward jones of which i did a download of her forms on 2/4/2023 and it was successful on that date. I still think the update sent by Intuit is faulty.

jhitch

Level 2

I have the same issue. Error message "the system did not recognize the user id or password". I have verified the user id and password, ensured that TT is updated, and attempted all the suggestions I can find. I have never had this issue before. Any help would be appreciated. I had no problem with Fidelity import.

xpec0

Level 3

I have this exact problem as well. Keep getting userid and password error. Spent 2 hours on telephone with EDJ Customer Support yesterday evening, could not find anything in EDJ preventing login. Then called Apple Support, nothing in browser or network to prevent connection or invalidate userid/password.

Turbo Tax needs to test.

jhitch

Level 2

I was having the same issue. Here is what fixed it for me. I was using Microsoft Edge as my browser and none of the suggested solutions worked. I have downloaded from Edward Jones for years and tried to determine what might be different. Previously, I had been using Google Chrome as my browser. Following are the steps I used:

1) Downloaded Google Chrome

2) Made Google Chrome my default browser

3) Logged into my Edward Jones account using Chrome (this included a two factor identification text with code)

4) Launched Turbotax 2022 (I use a desktop downloaded version)

5) Initiated the download from Turbotax.

The software identified the files available to download. I could select the ones I wanted. The files downloaded as they should. I do not know if this will work with your situation. I just thought I would share a specific solution that worked for me with Edward Jones import.

xpec0

Level 3

Thanks for the recommendation. I use a MAC on 12.6.4 and the MAC browser Safari on 16.3. I don't want to install Chrome as I tried this shortly after moving from Windows to MAC and the Chrome browser introduced problems.

Above poster (Georgi?) stated this worked on 2/4 for daughters taxes but not later. That pretty much points to a TT error. So, I'll wait for the TT fix rather than compromise my MAC with Chrome.

Again, thank you for the try.

JMD-1

Level 2

II have the same problem. No previously suggestions work. (I have had no problems importing from other institutions.) Turbo Tax tech support is ABSOLUTELY USELESS. I have spent hours on the phone with numerous reports of this problem. Here is the wisdom I got from TT: "you'll just have to enter your data manually".

mahajanvm

Level 2

I was finally able to get it working. You have to use chrome, login to Edward Jones account and select the option to remember this device. Now you can go to the TurboTax app and try to import the forms from Edward Jones. It is little odd but it seems the are looking for cookies for Chrome browser to fetch the data. If you use edge or other browser it doesn't work, at least it did not work for me. Kinda sucks because Google steals so much of our data and TurboTax needs that kind of work around.

JMD-1

Level 2

Yes thank you. The critical piece of info is you have to sign in to Edward Jones via chrome and tell Chrome to remember your device and then (at least in my case) while online with Ed Jones, launch TT via chrome to initiate the import. (Just switching between chrome and edge did not solve the problem.)

Geez what BS. And TT tech support was a total waste of time

jaliefer

Level 2

Same problem. Unable to import from Edward Jones into TurboTax2022 Premier for windows. No problem importing other data but Edward Jones not working. User name and password are definitely correct. Logged into account through browser before attempting in TurboTax.

Please fix!

rwest1

Level 2

The problem has not yet been resolved. So frustrating.

Bbaile

Level 2

Same problem as below. Cannot import my Edward Jones info. User ID and password incorrect.

SForrestLO

Level 11

Please see the workaround offered in this thread.

**Say "Thanks" by clicking the thumb icon in a post. **Mark the post that answers your question by clicking on "Mark as Best Answer"

watergardener

Level 2

I used suggestions on this community and this is what worked for me:

Use Chrome to log in to Edward Jones.

Change password to 10 letters and 1 number.

Check remember this device.

Leave Edward Jones open and open Turbo Tax. Used my ID and new password.

At last, I was able to import data!!

This is the first year I've had this problem and TT needs to get something fixed!!

JMD-1

Level 2

I was finally able to import jumping through the Chrome hoops reported earlier. However, I just tested importing via MS Edge and this time it worked. It's possible TT has fixed the problem - at least for the desktop versions. (My theory is that TT has enhanced security verification for importing from third parties -- they apparently vary from one institution to another -- and this was just fixed for Ed Jones via MS Edge. Just a theory.) Will be watching to see if the problem persists for other users.