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Quisp22
Returning Member

Turbo tax does not upload Edward Jones 1099's

 
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9 Replies
JohnB5677
Expert Alumni

Turbo tax does not upload Edward Jones 1099's

Please clarify your question.

  • What do you mean by update Edward Jones.
  • Edward Jones would update any new information.
  • Are you talking about something that is happening in the program.  If so please be specific.

Please contact us again with any questions, and provide some additional details.

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Quisp22
Returning Member

Turbo tax does not upload Edward Jones 1099's

In the turbo tax program when I go to upload the Edward Jones 1099's turbo tax goes out to capture the information but it does not upload the information.  The program says success but the 1099's do not show on my tax returns.  This is the same problem as last year.  

JohnB5677
Expert Alumni

Turbo tax does not upload Edward Jones 1099's

Although it looked like you could import the 1099-S, it is on the exception list.

Please see TurboTax help article Which 1099 forms are not available for import? 

 

However, you can post it manually

  1. Sign into TurboTax 
  2. Pick up where you left off.
  3. Select Tax Tools
  4. On the drop-down select Tools
  5. Select Tax Tools
  6. On the drop-down select Tools
  7. There will be 4 green boxes
  8. Select Topics Search
  9. Type the form 1099-S
  10. Continue through the questions and it will be posted to your return.
  11. Answer Yes to Did you sell or have your home foreclosed in 2023?
  12. Enter the address of the home you sold on the next screen, and Continue.
  13. On the next screen, answer Yes to Did you receive a Form 1099-S that reported this sale? and enter the info from your 1099-S.
  14. On the next screens, follow the on-screen instructions to continue entering the info from your 1099-S.

Please contact us again with any questions, and provide some additional details.

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**Mark the post that answers your question by clicking on "Mark as Best Answer"
Quisp22
Returning Member

Turbo tax does not upload Edward Jones 1099's

I am specifically looking for the 1099 Div forms.  Turbo tax takes me to the  "import from your broker "  forms and I put in my password and user name.  Turbo tax then goes out to try and download the  1099 div form and comes back and says success but the forms do not transfer to my tax returns.  I had this problem last year too.  I will not enter the info because it is 14 pages and that's why I buy the Turbo tax program.  This is very frustrating!!

JamesG1
Expert Alumni

Turbo tax does not upload Edward Jones 1099's

In TurboTax Online Premium, I am able to download a variety of forms from Edward Jones including IRS form 1099-DIV.

 

 

Have you considered accessing TurboTax Online and Edward Jones through a different browser?

 

If you are not able to download the IRS form 1099-DIV, you are able to enter the form by hand.

 

@Quisp22 

 

 

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Quisp22
Returning Member

Turbo tax does not upload Edward Jones 1099's

I am using Turbo tax Premiere. I STILL cannot access the 1099 DIV/INT from Edward Jones.  I DID change browsers and it still does not transfer.  The 1099 DIV/INT is available from Edward Jones but it DOES NOT transfer to my tax return.  I bought the Turbo tax program so I didn't have to enter the info from the 1099 forms manually--it's 14 pages of stock sales/losses and gains.  

Quisp22
Returning Member

Turbo tax does not upload Edward Jones 1099's

Yes.  The turbo tax program is not downloading my Edward Jones 1099 DIV/INT information.  I still have not been able to get the program to work.  PLEASE HELP!!

CatinaT1
Employee Tax Expert

Turbo tax does not upload Edward Jones 1099's

Please call TurboTax Customer service.  Here is a link:  Turbo Tax Customer Service 

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Quisp22
Returning Member

Turbo tax does not upload Edward Jones 1099's

This is a software issue per Turbo tax.   They are fixing it.  

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