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Returning Member
posted Feb 21, 2023 6:15:28 PM

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?

0 3 750
3 Replies
Intuit Alumni
Feb 22, 2023 9:15:14 AM

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

Edward Jones Download Support

Returning Member
Feb 28, 2023 7:35:46 PM

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.

Intuit Alumni
Mar 1, 2023 9:32:33 AM

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

 

@dmerodgers1