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February 6, 2025
Question

How can I be sure that I have entered my capital gains and dividend information correctly?

  • February 6, 2025
  • 1 reply
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I am getting information from Edward Jones 1099-B

    1 reply

    February 6, 2025

    review the actual forms. make sure everything is complete. There could be security sales where EJ does not have the tax basis in which case it will use zero. You will have to come up with the tax basis in this case. 

     

    once you are sure that the forms are correct compare the totals to what's in your return. if you are using online this may require paying all fees so you can review all the actual tax forms.     There is no other way to check the accuracy of your entries.