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When i want to import from edward jones, i must first log into my account either on my computer or on my ipad When i try to import so all of the information automatically goes where it should tt asks for a 24 character tracking number. After i do that, when turbotax prompts me, i enter ed ward jones from the drop down box and my consolidated statement downloads into my desktop software
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I did it a week ago and it worked. I am having the same problem, i have a brokerage account with 7 different accounts at edward jones trust company Reviews, rates, fees and rewards details for the edward jones credit card
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Turbotax says my login information to edward jones is invalid, yet i can login in myself manually and it works just fine. Edward jones is one of turbotax's import partners, so you should definitely have the ability to import your information First, make sure you are following the correct steps listed in this turbotax faq How do i import my 1099
If you are following those steps and continue to have issues, try clearing your browser's cache and cookies, or using a different browser. 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. Capital gains are taxed when you sell an investment It doesn't matter whether you leave the money from the sale in the brokerage account, reinvest it, or withdraw it
It's the sale that triggers the tax
At the end of the year edward jones will send you a statement or report showing your sales during the year You will use the information. Tried everything to the point edward jones locked by account for too many tries to access it Turbo tax just refuses to accept my username & password
These are not special characters or odd figures i can and do long on just fine to the edward jones web pages I have found no help from turbo tax. Import 1099 from edward jones not working tt 2024 goes through the steps and doesn't report any issues but the data import from edward jones system does not update in tt I have successfully imported from other financial institutions without issue
