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anita771
Returning Member

I just downloaded a consolidated 1099 from Edward Jones to my Turbo Tax and it didn't download correctly. LongTerm vs ShortTerm. TurboTax or Edward Jones?

Evidently there are transactions that are long or short term and covered or noncovered.  The transfer got them all mixed up.  Anyone else seen this or no how to fix?
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4 Replies
CatinaT1
Employee Tax Expert

I just downloaded a consolidated 1099 from Edward Jones to my Turbo Tax and it didn't download correctly. LongTerm vs ShortTerm. TurboTax or Edward Jones?

This should help: How do I import my 1099s? 

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anita771
Returning Member

I just downloaded a consolidated 1099 from Edward Jones to my Turbo Tax and it didn't download correctly. LongTerm vs ShortTerm. TurboTax or Edward Jones?

Though I appreciate your response... However....that is exactly how I did it.  I used the IMPORT feature in Turbotax. 

 

I've deleted the imported information.  I'll try again tomorrow....just in case Intuit or Edward Jones fixes whatever is broken.  Worse case... I'll hand enter all the information.

 

 

CatinaT1
Employee Tax Expert

I just downloaded a consolidated 1099 from Edward Jones to my Turbo Tax and it didn't download correctly. LongTerm vs ShortTerm. TurboTax or Edward Jones?

Try closing TurboTax, clear your Cache and Cookies, and reopen TurboTax.  Also, make sure you have ran all updates. You can also try a different browser.

 

If that doesn't work, call TurboTax Customer service.  Here is a link:  Turbo Tax Customer Service 

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anita771
Returning Member

I just downloaded a consolidated 1099 from Edward Jones to my Turbo Tax and it didn't download correctly. LongTerm vs ShortTerm. TurboTax or Edward Jones?

OMG..... I thought it was me.... then I read on the community posts that the same thing has been happening to schwab  and  etrade  since at least 2001!!!!!!!

 

Fix your program to be able to discern covered vs noncovered and long term vs short term.  This might be my last year with TT. 

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