Edward Jones Clients

www.edwardjones.com

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 TurboTaxtax 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.

Download this file and submit it for processing by our program.

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.


If you have additional or newer information regarding Edward Jones downloadable files, please email us at support@form8949.com .