Edward Jones tax form guides The following guides take you through the different tax forms furnished by Edward Jones and provide some basic answers to common questions that may assist you and your tax professional with preparing your return
What Do I Do If I Dont Receive a 1099? - Keeper Don’t worry too much about not receiving a 1099-NEC or 1099-K It can be annoying not to get a form when you're supposed to, especially if you did everything right — keeping your address up to date and opening a separate PayPal account for your business
Answers to common tax season questions - Edward Jones Edward Jones associates are available to answer questions about the tax forms we produce We do not provide tax advice or tax preparation assistance, but we will be happy to help you understand your forms
2023 Consolidated 1099 Tax Statement Use this document to help understand your Consolidated 1099 Tax Statement from Edward Jones The Consolidated 1099 Tax Statement may contain various 1099s that report income to you and the IRS, as well as supplemental information not sent to the IRS
Frequently Asked Tax Questions | Edward Jones Edward Jones associates are available to answer questions about the tax forms we produce We do not provide tax advice or tax preparation assistance but will be happy to help you understand your forms
Common tax form questions and answers - Edward Jones Note: Updates to cost basis information may also cause a revised Consolidated 1099 Tax Statement to be generated if the security was sold in any of the previous three tax years
I closed out a small Edward Jones account last year, what do I . . . - Reddit The 1099-R I received from EJ has gross distribution @ $1558 42 with no federal income tax withheld The caption reads: Report this income on your Federal tax return It wasn’t really income I just basically took back the money I had “invested” with EJ