2902204
turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Attend our Ask the Experts event about Tax Law Changes - One Big Beautiful Bill on Aug 6! >> RSVP NOW!
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

dmerodgers1
Returning Member

Edward Jones reports not shown in TTax as available for download when these are download-able in pdf and excel formats on EJ's website..

I have been able to download the needed 1099 reports from the Edward Jones site to save as a hardcopy.  However, when I wanted to import the data from the site to TTax, only the 1099R's are shown for download and import.  The 1099INT's, DIV's OID's do not even show as available to select for download.  I spoke with EJ's tech support and see no reason the rest of the reports don't show up.  They said i do have access to all the reports with no restrictions.  EJ's tech support said that TTax needs to put in a fix.  Any reports out there of the same and is a fix in the works?

x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

3 Replies
CassLO
Intuit Alumni

Edward Jones reports not shown in TTax as available for download when these are download-able in pdf and excel formats on EJ's website..

Please see the following link for assistance downloading with Edward Jones:

Edward Jones Download Support

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
dmerodgers1
Returning Member

Edward Jones reports not shown in TTax as available for download when these are download-able in pdf and excel formats on EJ's website..

There was nothing from this that made any differences.  The download continues to fail as TTax only displays the 1099R and not the 1099B, INT, OID or DIV that is seen on the Edw Jns site for  tax documents available for download or print.  Turbo Tax is going to the correct area but just doesn't "see" everything that is there.

KatrinaLO
Intuit Alumni

Edward Jones reports not shown in TTax as available for download when these are download-able in pdf and excel formats on EJ's website..

Please see the work around in this thread here to assist with solving your issue. 

 

@dmerodgers1

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

Unlock tailored help options in your account.

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question