importing from brokerage accounts

4 replies
51 views

When I try to import from Edward Jones it states the statements are not available until February 16th, but they are already there. Is there a way to import them now?

xmasbaby0

Level 15

Financial institutions often have the information available online or for you to print out a few weeks before they have it formatted for importing into tax software. So if you are in a hurry ---enter it by hand. Or wait for them to have it ready for import in February.

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**

Mike9241

Level 15

there is a differnce between the physical 1099-bs and the files that can be imported directly from the brokerage. It may have them ready for download as a pdf but the file/link needed for import may not be ready.

Mike9241

tzarrielAuthor

Level 2

thanks!

xmasbaby0

Level 15

Even if you can see the statements/documents online, they may not be formatted for importing into tax software yet. That usually takes longer. Check back end of January to mid-February if you want to import. Or ....key it in by hand.