Edward Jones Clients

At Form8949.com, we help you minimize the time and expense of complying with the tax reporting requirements related to your stock trading activity.

If you use a Tax Pro, you can save your tax preparer time and save tax preparation fees. If you use tax software, we can help you either (1) import your data into H&R Block, TaxAct, or TurboTax or (2) generate a PDF file for attachment to your return.

All for as little as $12.00.

1099-B XLS DOWNLOAD INSTRUCTIONS

Edward Jones provides a downloadable spreadsheet file containing your realized gain and loss information.

1. Login to Edward Jones online access.
2. Click the "Documents" link at the top of the page.
3. Click "Tax Forms" link at the top of the page.
4. Click "Excel" link under "View//Download" column for each investment account you want download.

1099-B Portable Document Format (PDF)

You may download your Edward Jones Your 2021 Consolidated 1099 Tax Statement PDF file and submit it for processing.

Open Financial Exchange (OFX) Server

Edward Jones hosts an OFX server. However, they restrict access to the server such that we cannot retrieve your data in your bahalf.

Try Then Buy

The Form8949.com app helps you self-prepare your 2023 or prior year Form 8949 and Schedule D (and Form 4797, if applicable). The app can also help you import your data into tax software applications.

You don't pay until after you review and approve our web application results.

Begin Tax Year 2023 App