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Optional: Deselect any forms you do not wish to import to the software. Note: The import is not available for an account until the tax form for that account is final. A list of available tax information for each current account associated with your Online Access user ID will display. Select Edward Jones from the list and proceed. Use the "Import Data" button in the left-hand column to access a list of providers that offer tax forms for import. #Turbo tax pull my w2 winfo install
Install and open your e-Organizer program.
#Turbo tax pull my w2 winfo software
Instructions for importing to e-Organizer software TurboTax is a registered trademark of Intuit Inc. Support: For assistance with Intuit’s TurboTax ® program, visit. If you paid accrued interest to purchase a bond that did not pay interest to you in the same tax year, the accrued interest will not be included in the SII section until the bond pays you interest the following year. Note: Accrued interest is included for the year the bond first paid interest to you.
Accrued Interest Paid to Purchase a Bond: Accrued interest you paid at the time of purchase may reduce the interest income you received from the bond. The Summary of Investment Income (SII) section provides: For this purpose, enter the two-letter abbreviation for the state, e.g. TurboTax ® may ask you to input the state where the obligations originated. 
Territory Obligations: The ATI section lists the amount of federally tax-exempt interest from obligations you held (owned "directly") or exempt-interest dividends paid by one your mutual funds that held the obligations (owned "indirectly").
Interest on Federal Obligations: If you received interest income from certain federal obligations you held, or from a mutual fund that held federal obligations within its portfolio, this amount is listed in the ATI section and may be excludable from state taxable income, depending on your state’s law. This information is listed as Foreign Dividends Received/Foreign Source Income in the ATI section. Foreign Dividends Received: If foreign tax was withheld from dividends you received, TurboTax ® may ask for the amount of Foreign Dividends Received. The Additional Tax Information (ATI) section provides: Once you have imported your 1099 information, TurboTax ® may ask for additional information Edward Jones provides in certain supplemental sections of your Consolidated 1099 Tax Statement. Manually entering additional information into TurboTax ® It is important to verify the imported information against your own records to ensure accurate and complete reporting of all required tax information. Once the import is complete, the TurboTax ® program will report the information automatically in the appropriate sections of your federal income tax return. Optional: Deselect any forms for which you do not wish to import information to the software. Note: Tax form import will not be available for an account until the form has been finalized. You will be prompted to enter your Edward Jones Online Access user ID and password. Note: If you choose, you may go directly to the import step from the main menu of the software, or from the Income tab if using the web version. When you reach the "Import Investment Income" step, select Edward Jones from the list of brokerage firms that offer imports. TurboTax ® should walk you through the steps necessary to complete your tax return. #Turbo tax pull my w2 winfo update
Check for updates to the turboTax ® software and if necessary, allow the software to update before attempting to import your tax information. You may also use TurboTax ® for the web, available at #Turbo tax pull my w2 winfo windows
You may use any current version of the software: Basic, Deluxe, Premier or Home & Business versions for Windows and Macintosh. Install and open your TurboTax® program.Log in to Online Access from your device prior to beginning your TurboTax ® import.
Instructions for importing to TurboTax ® software
#Turbo tax pull my w2 winfo download
For instructions, visit view, print and download your tax forms. If you are not enrolled, you may enroll at It is important to set closed accounts to be viewable so they are also available for import into the tax preparation software. You must be a current Edward Jones client who is enrolled in Online Access to import into tax preparation software. Importing your tax information into the software means you won't have to determine which information needs to be entered.
Use your Online Access login information to import information from your Form 1099-R and Consolidated 1099 Tax Statement (Forms 1099-B, 1099-DIV, 1099-INT, 1099-MISC and 1099-OID). With Online Access, you can import information from certain Edward Jones tax forms into TurboTax ®, H&R Block At Home™ and other tax preparation software programs.
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