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
provides a downloadable spreadsheet file containing your realized gain and loss information.
- Login to Edward Jones online access.
- Click the "Documents" link at the top of the page.
- Click "Tax Forms" link at the top of the page.
- Click "Excel" link under "View//Download" column for each investment account you want download.
1099-B Portable Document Format (PDF)
For tax year 2021, you may download your Edward Jones
Your 2021 Consolidated 1099 Tax Statement PDF
file and submit it for processing.
Open Financial Exchange (OFX) Server
hosts an OFX server.
However, they restrict access to the server such that we cannot retrieve your data in your bahalf.
If you have additional or newer information regarding
Edward Jones downloadable files,
please email us at