412097
turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Close icon
Do you have a TurboTax Online account?

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

sdhanel
New Member

Some Turbotax editions do not interface with Edward Jones' investment data. Can I import from Edward Jones with the Business edition of Turbotax?

 
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.

1 Best answer

Accepted Solutions

Some Turbotax editions do not interface with Edward Jones' investment data. Can I import from Edward Jones with the Business edition of Turbotax?

The TurboTax Business product does not support the downloading of 1099 information from financial institutions.

If you look here

https://turbotax.intuit.com/small-business-taxes/

you can see that it allows import from Quickbooks, but doesn't advertise any ability to import 1099's.

Tom Young

View solution in original post

1 Reply

Some Turbotax editions do not interface with Edward Jones' investment data. Can I import from Edward Jones with the Business edition of Turbotax?

The TurboTax Business product does not support the downloading of 1099 information from financial institutions.

If you look here

https://turbotax.intuit.com/small-business-taxes/

you can see that it allows import from Quickbooks, but doesn't advertise any ability to import 1099's.

Tom Young

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