Import Tax Data From Edward Jones (2022)

[mareich49]

It seems ridiculous to have an import problem every year - my error message is complaining my login and password are incorrect, yet I'm using the same credentials to login to EJones right now.  Clearing cache and cookies seems to be a weird solution, if the Turbotax software is supposed to be doing the import, not whatever browser I am using.  So what's the underlying issue and how is it resolved?

[MoniqueLO_]

Please see What if I can't import my 1099? for instructions. 

If you need additional assistance, please feel free to contact Customer Support so you can speak with a TurboTax representative who can assist you. 

@mareich49 
 

[mareich49]

Thanks, but those "plain vanilla" guides are of little to no use.  What did resolve the problem was a call to the Edward Jones support line.  The very nice rep suggested trying a different browser.  I had been using Google Chrome when I had the error messages from Turbotax and didn't understand why a browser was involved in the download (I thought TT was doing a 'direct' download).  The Edward Jones rep also didn't understand what was going on under the hood.  However, when I tried logging in with the Safari browser, Turbotax was able to complete the downloads.  So, we don't know why the problem occurred, or why the browser swap resolved the problem, but it did.   It's peculiar problems like this that seem to occur every year to prevent data transfer that make me not a happy customer.

[MoniqueLO_]

Thank you for the update! We are glad you were able to get the downloads completed. 

@mareich49