Edward Jones → Excel / Google Sheets

Convert Edward Jones 1099-B to Excel / Google Sheets (CSV)

Upload your Edward Jones 1099-B PDF and we'll convert it to a CSV file ready for Excel / Google Sheets. Wash sales and 100+ transactions handled automatically.

Convert My Edward Jones 1099-B

Free preview · Sign in with Google or email — no password needed

Free preview before paying Free sign-in with Google or email 60-second turnaround

Why Edward Jones 1099-Bs Don't Import Cleanly Into Excel / Google Sheets

Every broker formats their 1099-B differently. Here's what trips up Excel / Google Sheets users with Edward Jones statements.

Edward Jones advisor-managed households often span several Consolidated 1099 Statements — joint, individual, trust, and custodial accounts each get their own PDF that has to be converted separately.

Mutual fund positions sold through dividend reinvestment (DRIP) show fractional share quantities and an acquisition date of 'Various', which breaks tax software that expects a single purchase date.

Older mutual fund lots are reported as non-covered with a blank cost basis, so the basis has to be supplied before the sale can be filed on Form 8949.

Wash sale loss disallowed amounts are reported as small supplemental adjustments rather than inline columns, and are easy to miss on long fund statements.

Upload PDF

Drop your 1099-B

AI Extracts

Reads every transaction

Download

CSV, TXF, and Excel

Import

TurboTax, H&R Block

How to Import Your CSV Into Excel / Google Sheets

After downloading the file from our converter, follow these steps in Excel / Google Sheets.

1

Open Excel or Google Sheets and create a new blank spreadsheet.
2

Use File → Import (Sheets) or Data → From Text/CSV (Excel) and select the downloaded file.
3

Confirm comma as the delimiter and 'Detect data type automatically' for proper formatting.
4

Each row is a single transaction with all fields needed for Form 8949.
5

Send to your CPA or use it as the source of truth for manual tax entry.

Frequently Asked Questions

Does this work for Edward Jones?

Yes. Our AI extractor reads every text-based 1099-B PDF from Edward Jones, including consolidated statements with multiple sections, and outputs a CSV file formatted for Excel / Google Sheets.

How is this different from Excel / Google Sheets's built-in Edward Jones import?

Direct broker imports often fail with 100+ transactions, miss wash sale adjustments, or refuse to load consolidated statements. We bypass that by reading the PDF directly and producing a clean CSV file.

Is my data secure?

Your PDF is processed in memory and immediately deleted. The extracted text is sent to our AI service over an encrypted connection. No files or financial data are stored after your session ends.

What does it cost?

Uploading and previewing your results (summary totals plus the first 10 transactions) is free. To download the CSV file for Excel / Google Sheets — or any other format — is a one-time $4.99 per conversion. No subscription.

What about wash sales and adjusted cost basis?

We extract wash sale loss disallowed amounts and adjusted cost basis exactly as reported on your Edward Jones 1099-B. The output file preserves these adjustments so Excel / Google Sheets handles Form 8949 correctly.

Related Guides

CSV vs TXF vs Excel: Which Format for Your 1099-B?

You just converted your 1099B PDF into something usable. But now you're staring at three download options —...

Read guide

1099-B PDF to CSV: The Complete Guide for Investors (2024)

Your broker sends a 1099B as a PDF. Your accountant wants a spreadsheet. You need it in Excel for your reco...