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V
vnlmoore11
March 19, 2025
Question

importing tax forms

  • March 19, 2025
  • 1 reply
  • 0 views

I successfully imported tax forms, including Forms 1099-INT, from Edward Jones but they don't appear on my 1040 in progress.  The worksheet still shows $0 for the Edward Jones 1099 INT.  

    1 reply

    J
    JamesG1
    March 19, 2025

    See this review of importing an Edward Jones account.

     

    Edward Jones accounts were successfully downloaded and reported on the screen Got it.  Here are your forms.

     

     

    Unselect any accounts that you do not want to import into TurboTax at this time.  Select Continue.

    At the screen Importing from more financial institutions?, select NO.  Select Continue.

    At the screen Awesome, you've got a great head start!, select Continue.

    At the screen Let's finish pulling in your investment income, Review the entry that was imported.

     

     

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