Edward Jones → H&R Block

Convert Edward Jones 1099-B to H&R Block (TXF)

Upload your Edward Jones 1099-B PDF and we'll convert it to a TXF file ready for H&R Block. Wash sales and 100+ transactions handled automatically.

Convert My Edward Jones 1099-B

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Why Edward Jones 1099-Bs Don't Import Cleanly Into H&R Block

Every broker formats their 1099-B differently. Here's what trips up H&R Block 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.

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How to Import Your TXF Into H&R Block

After downloading the file from our converter, follow these steps in H&R Block.

1

Open H&R Block Desktop Premium or Self-Employed (Online edition does not accept TXF imports).
2

Go to File → Import Financial Information → TXF File.
3

Select the TXF file you downloaded — H&R Block will preview the transactions before importing.
4

Confirm the import to populate Form 8949 and Schedule D with every transaction.
5

Wash sale adjustments and short-term/long-term splits are handled automatically.

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 TXF file formatted for H&R Block.

How is this different from H&R Block'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 TXF 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 TXF file for H&R Block — 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 H&R Block handles Form 8949 correctly.

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