Import to tax preparation software

With Online Access, you can import information from certain Edward Jones tax forms into TurboTax®, H&R Block® and other tax preparation software programs.

• Use your Online Access login information to import information from your Form 1099-R and Consolidated 1099 Tax Statement (Forms 1099-B, 1099-DIV, 1099-INT, 1099-MISC and 1099-OID).
• Importing your tax information into the software means you won't have to determine which information needs to be entered.

Important:

You must be a current Edward Jones client who is enrolled in Online Access to import into tax preparation software. If you are not enrolled, you may enroll at www.edwardjones.com/enroll.

It is important to set closed accounts to be viewable so they are also available for import into the tax preparation software. For instructions, visit view, print and download your tax forms.

Instructions for importing to TurboTax^® software

1. Log in to Online Access from your device prior to beginning your TurboTax^® import.
2. Install and open your TurboTax® program. You may use any current version of the software: Basic, Deluxe, Premier or Home & Business versions for Windows and Mac. You may also use TurboTax^® for the web, available at www.turbotax.com.
3. Before attempting to import your tax information, check for updates to the TurboTax^® software and, if necessary, allow the software to update.
4. TurboTax^® should walk you through the steps necessary to complete your tax return. When you reach the "Import Investment Income" step, select Edward Jones from the list of brokerage firms that offer imports.
   Note: If you choose, you may go directly to the import step from the main menu of the software or from the Income tab if using the web version.
5. You will be prompted to enter your Edward Jones Online Access user ID and password.
6. After entering your user ID and password, Turbo Tax® will prompt you to complete two-step authentication: 
   • Send an authentication code via email, text or phone call to the email address or phone number associated with your Online Access user ID. Enter the code to continue. 
   • Select whether to require two-factor authentication the next time you log in from your device. 
   • Confirm access to connect your Edward Jones accounts to Turbo Tax® by clicking "Connect Accounts."
7. A list of available tax information for each current account associated with your Online Access user ID will display. Note: Tax form import will not be available for an account until the form has been finalized.
8. Optional: Deselect any forms for which you do not wish to import information to the software.
9. Once the import is complete, the TurboTax^® program will report the information automatically in the appropriate sections of your federal income tax return. It is important to verify the imported information against your own records to ensure accurate and complete reporting of all required tax information.

Manually entering additional information into TurboTax^®

Once you have imported your 1099 information, TurboTax^® may ask for additional information Edward Jones provides in certain supplemental sections of your Consolidated 1099 Tax Statement.

The Additional Tax Information (ATI) section provides:

• Foreign Dividends Received: If foreign tax was withheld from dividends you received, TurboTax^® may ask for the amount of Foreign Dividends Received. This information is listed as Foreign Dividends Received/Foreign Source Income in the ATI section.
• Potential State Tax Exclusions:
  • Interest on Federal Obligations: If you received interest income from certain federal obligations you held, or from a mutual fund that held federal obligations within its portfolio, this amount is listed in the ATI section and may be excludable from state taxable income, depending on your state’s law.
  • Interest on Municipal and U.S. Territory Obligations: The ATI section lists the amount of federally tax-exempt interest from obligations you held (owned "directly") or exempt-interest dividends paid by one of your mutual funds that held the obligations (owned "indirectly"). TurboTax^® may ask you to input the state where the obligations originated. For this purpose, enter the two-letter abbreviation for the state (e.g., "CA" for California).

The Summary of Investment Income (SII) section provides:

• Accrued Interest Paid to Purchase a Bond: Accrued interest you paid at the time of purchase may reduce the interest income you received from the bond.
  Note: Accrued interest is included for the year the bond first paid interest to you. If you paid accrued interest to purchase a bond that did not pay interest to you in the same tax year, the accrued interest will not be included in the SII section until the bond pays you interest the following year.

Support: For assistance with Intuit’s TurboTax^® program, visit support.turbotax.intuit.com.

TurboTax is a registered trademark of Intuit Inc.

Instructions for importing to e-Organizer software

1. Install and open your e-Organizer program.
2. Use the "Import Data" button in the left-hand column to access a list of providers that offer tax forms for import. Select Edward Jones from the list and proceed.
3. You will be prompted to enter your Edward Jones Online Access user ID and password.
4. A list of available tax information for each current account associated with your Online Access user ID will display.
   Note: The import is not available for an account until the tax form for that account is final.
5. Optional: Deselect any forms you do not wish to import to the software.
6. Once the import is complete, e-Organizer should report the information automatically in the appropriate sections of your federal income tax return. It is important to verify the imported information against your own records to ensure accurate and complete reporting of all required tax information.
7. Proceed using the instructions your tax preparer provided to complete the rest of the e-Organizer process.

Support: For assistance with your e-Organizer program, contact your tax preparer.

Instructions for importing to H&R Block® tax software

1. Install and open the H&R Block® tax software program. You may use any current version of the software: Basic, Deluxe, Premium or Premium & Business versions for Windows and Mac. You also may use H&R Block® for the web, available at www.hrblock.com/online-tax-filing.
2. Before attempting to import your tax information, check for updates to the H&R Block® tax software and, if necessary, allow the software to update.
3. The software should walk you through the steps necessary to complete your tax return. When you reach the "Import From Your Financial Institution" step, select Edward Jones from the list of brokerage firms that offer imports.
   Note: You may go directly to the import step from the main menu of the software or from the Smart Import tab if using the web version.
4. You will be prompted to enter your Edward Jones Online Access user ID and password.
5. A list of available tax information for each current account associated with your Online Access user ID and passwords will display. 
   Note: The import is not available for an account until the tax form for that account is final.
6. Optional: Deselect any forms you do not wish to import to the software.
7. Once the import is complete, the H&R Block® tax software program should report the information automatically in the appropriate sections of the federal income tax return. It is important to verify the imported information against your own records to ensure accurate and complete reporting of all required tax information.

Support: For assistance with the H&R Block® tax software program, call 800-HRBLOCK (800) 472-5625.

For assistance with Edward Jones Online Access, call (800) 441-5203.