Edward Jones 1099-B to TurboTax and CSV: Full-Service Statements Made Simple

Edward Jones is a full-service firm, which means your investing runs through an advisor and your year-end tax package tends to be thick — a Consolidated 1099 covering managed accounts, reinvested dividends, and sometimes years of accumulated holdings. When tax season arrives you either want it flowing straight into TurboTax, or you want a clean CSV to hand to whoever prepares your return. Both are doable; here's how.

Because Edward Jones accounts are advisor-managed, they often carry more transactions and more cost-basis nuance than a self-directed account. That's exactly where a clean import (or a clean conversion) saves you from a long night of manual entry.

How Edward Jones Delivers Your 1099-B

Edward Jones issues a Consolidated 1099 through Edward Jones Online Access. It bundles:

• 1099-B — your securities sales (the part that drives capital gains)
• 1099-DIV — dividends and capital gain distributions
• 1099-INT — interest

For your Form 8949 and Schedule D, the 1099-B section is what you report. The dividend and interest sections go elsewhere on your return.

To download it:

1. Log in to Edward Jones Online Access
2. Go to Documents → Tax Forms
3. Select the tax year
4. Download the Consolidated 1099 as a PDF

Option 1: Direct TurboTax Import

Edward Jones supports importing into TurboTax. In TurboTax:

1. Go to the investment income / 1099-B section
2. Search the broker list for Edward Jones
3. Sign in with your Edward Jones Online Access credentials
4. Let it pull your transactions, then review

When it works, this is the fastest route. When it doesn't — a login loop, an import that returns nothing, or a timeout during peak tax season — don't keep retrying. Move to the PDF method below, which doesn't depend on the live connection.

Option 2: Convert the PDF to CSV or TXF

This is the reliable path, and the one to use if you want a CSV for a CPA or if the direct import stalls:

1. Upload your Edward Jones Consolidated 1099 PDF to a PDF-to-CSV/TXF converter — or start from the Edward Jones 1099-B converter page built for this format
2. Preview the extracted transactions and confirm they match the PDF
3. Download TXF (best for TurboTax Desktop) or CSV (best for a CPA or spreadsheet review)
4. In TurboTax Desktop: File → Import → From Accounting Software → TXF File

Every transaction lands in Form 8949 with proceeds, cost basis, holding period, and any wash sale adjustments intact. For which format fits your situation, see CSV vs TXF vs Excel.

Cost-Basis Details That Matter on Managed Accounts

Full-service Edward Jones accounts tend to surface a few things a simple brokerage account won't:

• Reinvested dividends (DRIP). Advisor accounts commonly reinvest dividends automatically, and every reinvestment creates a new tax lot with its own basis and holding period. Over years, that's a lot of small lots — see DRIP dividend reinvestment cost basis.
• Noncovered securities. Long-held positions may show no reported cost basis because the rules don't require the broker to report it. You fill those in from your own records or the advisor's supplemental report — see noncovered securities with missing cost basis.
• High transaction counts. Managed turnover means transactions you didn't personally place, and manual entry becomes impractical fast — see 1099-B with too many transactions.
• Inherited or gifted holdings. If any positions came from an estate or a gift, the cost basis rules differ, and the 1099-B may not reflect the correct stepped-up basis — see inherited stock cost basis.

Should You Wait for a Corrected 1099?

Edward Jones portfolios lean heavily on mutual funds and managed positions, and those are exactly the securities that reclassify income after year-end — a dividend restated as a return of capital or a capital gain distribution, which changes cost basis and can alter your 1099-B. Edward Jones commonly issues a corrected Consolidated 1099 in March.

Because these are advisor accounts, it's worth being patient:

1. Prepare your return from the first 1099, but don't rush to e-file if you hold reclassification-prone funds
2. Watch the Tax Forms page for a "corrected" version through mid-to-late March
3. If one arrives, convert the corrected PDF and compare its 1099-B totals to your draft

If you already filed and then got a corrected 1099-B, see corrected 1099-B that wiped out your TurboTax import for how to handle the re-import and whether an amendment is required.

Verify, Then File

Before you submit:

1. Match your Form 8949 total proceeds to the Edward Jones 1099-B summary
2. Confirm noncovered lots have basis filled in
3. Check wash sale amounts carried through
4. Confirm short-term vs long-term landed in the right boxes

If your advisor provided a supplemental cost-basis statement, use it to reconcile the noncovered rows.

FAQ

Does Edward Jones import into TurboTax?

Yes, Edward Jones supports TurboTax import — search for Edward Jones in the broker list and sign in with your Online Access credentials. If the import fails or returns nothing during peak season, convert the Consolidated 1099 PDF to TXF or CSV instead.

Where do I find my Edward Jones 1099-B?

Log in to Edward Jones Online Access, go to Documents → Tax Forms, select the tax year, and download the Consolidated 1099 PDF. The 1099-B section is inside it.

Can I get a CSV of my Edward Jones transactions?

Yes. Upload the Consolidated 1099 PDF to a converter and download a CSV — useful for handing to a CPA or reviewing in a spreadsheet before filing.

Why do some of my Edward Jones holdings have no cost basis?

Those are typically noncovered securities the broker isn't required to report basis for, often long-held positions. You supply the basis from your own records or your advisor's supplemental report.

My Edward Jones 1099-B has hundreds of transactions from reinvested dividends. Do I enter them all?

No. Convert the PDF and import the whole file at once. Reinvested-dividend lots are exactly the kind of high-volume detail that makes manual entry impractical.

Does the converter handle the advisor supplemental statement too?

The converter reads the 1099-B section of the Consolidated 1099. Cost-basis corrections from a separate advisor supplement are applied on your Form 8949 as adjustments after import.

Bottom Line

Edward Jones does support TurboTax import, so try that first. But because these are advisor-managed, transaction-heavy accounts, the reliable move — especially if the import stalls or you want a CSV for your preparer — is to download the Consolidated 1099 PDF and convert the 1099-B to TXF or CSV. Then reconcile any noncovered lots against your advisor's cost-basis report and file.

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Have an Edward Jones tax package? Convert your 1099-B free — upload the Consolidated 1099 PDF, preview every managed-account transaction, and get a clean TXF or CSV for TurboTax or your CPA.