I have tried several times to import me Edward Jones info for the 2019 tax season. I get this error message:
"Unable to download since one or more of your Edward Jones account(s) has incomplete tax information. Try again at a later date."
I have contacted EJ, and they say that everything is complete. Any idea where I go next? I don't want to enter it all myself. I don't want to screw it up.
Unfortunately, if you can not upload your Edward Jones Information, you are going to have to manually input it into TurboTax. Are these the steps that you used?
You can securely import your 1099-B, 1099-DIV, 1099-INT, 1099-OID, or 1099-R into TurboTax, provided your broker or financial institution participates in our TurboTax partner program.
You can import up to 1,500 transactions from your financial institution in TurboTax Online.
Talked to Edward Jones last week and again today. They said the software glitch lies with Turbo Tax. Wish i could talk to a live person, but can't find a phone number anywhere. Can anyone help?
The best and most efficient way for you to connect with the right person to get the help you need is to select the version you are using below.
We're open daily from 5 AM to 9 PM PT.
I've been experiencing that problem too. I'll see if contacting a warm body will help next week, following the holiday. good luck.
I'd like o know what process TurboTax uses to determine that the information is incomplete.
Wednesday 2/16:
The import process seems to work now. I talked with support for quite a while yesterday, but import wasn't working when we finished. So no changes over here, but I'm a happy camper today.
thanks.
I agree! I’d love to know that as well. Edward Jones insists everything is fine and perfectly complete. Post if you get anywhere!
I'm having the same issue. I have the paper form from EJ, but do NOT want to enter any of this myself. This is why I purposely choose TurboTax, so that I can import and know that I didn't do a big WHOOPS. HELP!
UPDATE: I thought I'd give it another try today. And it worked. I did nothing different. But it transmitted like a charm. So glad it did too, as I noticed it increased my refund compared to what it was when I tried to bumble my way though and manually enter things.
I'm using TurboTax Home & Business CD with updates current. The problem seems to persist for me today. What version are you using?
Spent time with Edward Jones insuring the forms were final. Spent over one hour with turbo tax explaining issue and informing the tech support that I was not the only one having the issue. They gave me a case number and told me to try again in a day or two. Miraculously the document downloaded and taxes are filed.
I am having issue can not import tax information from Edward Jones.
Edward Jones is one of TurboTax import partners. Unfortunately, if you cannot upload the information, you may have to manually input it into TurboTax.
However, having said all this I believe there was a problem importing from Edward Jones about a week ago but I believe it has been resolved. Try again or try using a different browser.
Getting the same message when trying to import my tax info.
Unfortunately, if you cannot upload the information, and you are still receiving the error you may have to manually input it into TurboTax.
I am having the same problem. Not able to import any of my 1099 junk and it is quite a lot to try and tackle manually. I am able to log in to Edward Jones account online and everything is fine there. What a waste of time and money. Should have just paid someone to to this.
I am having the same problem importing with the same error message. I contacted EJ today, no help. Has anyone figured out the problem? I have one tax document and figures are final.
Some of the things that have seemed to work for others in the past include one or a combination of the following:
1) Turn off two-factor authentication with Edward Jones (temporarily for the import)
2) Change your Edward Jones password to something simple without special characters (temporarily for the import). Note that it seems like it might take a day or two for this password change and/or the two factor authentication change to cascade through the system.
3) Try different internet browsers (Explorer vs Chrome vs Edge vs Firefox or whatever).
Good luck. Make sure to report the issues up the chain at TurboTax and at Edward Jones. The squeaky wheel gets the grease and someone will eventually decide to invest the time into figuring out what is going on here if enough people complain. Some users have reported everything magically imports correct after complaining for a day or two.
What do you mean by Tax Home? Are you in turbo tasx or Edward Jones website?
Help with importing your 1099 has been provided by clicking here.
I asked this question originally while doing my taxes last year (2019 tax year). I did my taxes on Saturday and had absolutely no problem with Edward Jones. All information downloaded with no problem.
Whew! I've successfully filed my 2021 taxes using TurboTax Premier and was so impressed with how easily it imported my Edward Jones information. My investments were the main reason I thought I needed TT Premier. I have no other income because I'm on Social Security. I have no taxes to pay. Next year, I'd like to try TurboTax Free. Two questions: Is TurboTax Free the same as TurboTax Online? Will TurboTax Free allow me to import my Edward Jones information as easily as it was using TurboTax Premier?
A lot depends on what happens in your EJ account. IF you have even $1 of sales transactions, stocks, bonds or Mutual funds, or any bond redemptions, then Online Premier is required. ...not even "Online" Deluxe will do that. . IF only a 1099-INT or 1099-DIV is needed, then sometimes the "Free' version will do and that my not include the ability to "import " the forms. Also, I'm not sure whether that would include premium amortizations, nor accrued interest declarations that might be a part of your 1099-INT form
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Desktop Deluxe can import and use all the EJ stuff though (Desktop BASIC is supposed to also, but it is pretty crude, and there is no free state download with "Basic" )
Thanks SteamTrain. That was helpful. Desktop Deluxe might be the safer bet. Do you happen to know if, having purchased Deluxe for example and it doesn't do what I need it to, I can upgrade to Premium mid-stream without having to pay full purchase price again?
The upgrade is within the Desktop program, and the extra fee for the upgrade is "supposed' to be just the added difference.
IF you do buy Deluxe in the future, and you need to file a State too, you should note that some desktop Deluxe's are sold without an added 1-free state software set included, so you have to be careful if buying from, a 3rd party (Amazon, BBuy, Staples etc.). But if you buy from the TTX store itself, TTX only sells desktop Deluxe with one state software set included.....and never buy from a strange fly-by-night source.
Desktop Premier and H&B only come with one free state software set....but note that e-filing the state, even with the one free state software set...that is an extra $20 or $25 at time of filing it (Except for NY...no extra charge). Printing and mail-filing the state is free for the cost of yoru own paper and postage...but only a few people nitpick that, as sometimes state mail-processing can take longer.
Thanks again, @SteamTrain. I was a bit surprised when I had to fork over the additional $20 for a Colorado state return. I thought "one free state software set" meant just that. But you're right that I chose not to nit-pick this. I had already spent 2 full days trying to get my IRS account, so by the time TT wanted more for the Colorado return, I would have given them any amount of money to simply be done with the ordeal. Not TT's fault; it was the IRS again.
@celkins Ahhh, it wasn't clear to me that you were already using Desktop Premier. My first comment was about the Online software "requiring" Premier...which is different from the desktop requirements.
Supposedly, the desktop Premier offers some extra help over the Deluxe version, but I haven't used Deluxe myself in ages to see what that really means. I used to get desktop Premier for free, so I've just stuck with it.
Good Luck