Domain: tiger-web1.srvr.media3.us Which tax service works best with Edward Jones? | Money Talk
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Which tax service works best with Edward Jones?

Posted on 2/21/26 at 7:12 am
Posted by BabyTac
Austin, TX
Member since Jun 2008
16262 posts
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Posted on 2/21/26 at 7:12 am
I imported my 1099s into Turbo Tax and got close to 60 errors. Picking through them, trying to figure out the error, then trying to find what the correction is appears to be a pain in the arse. Any better service out there that syncs properly with EJ?
This post was edited on 2/21/26 at 7:35 am
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Posted by Arthur Bach
Member since Jul 2016
3080 posts
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Posted on 2/21/26 at 7:39 am to BabyTac
A CPA is the best money I have ever spent
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Posted by LSURussian
Member since Feb 2005
134351 posts
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Posted on 2/21/26 at 9:19 am to BabyTac
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Posted by BigDaddy6612
Member since Nov 2021
176 posts
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Posted on 2/21/26 at 9:33 am to BabyTac
CPA!
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Posted by UltimaParadox
North Carolina
Member since Nov 2008
52321 posts
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Posted on 2/21/26 at 9:38 am to BabyTac
Obviously don't do any business with EJ. You must have a very complicated investment scenario.

Hand jamming wouldn't take that long for most
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Posted by TheOcean
#honeyfriedchicken
Member since Aug 2004
45604 posts
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Posted on 2/21/26 at 9:52 am to BabyTac
quote:
Edward Jones


Thought you were rich? Only poors use EJ
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Posted by Shepherd88
Member since Dec 2013
4912 posts
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Posted on 2/21/26 at 10:13 am to BabyTac
60 errors? Is this an SMA account?? Are your figures even final on the 1099?
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Posted by ronricks
Member since Mar 2021
11576 posts
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Posted on 2/21/26 at 10:38 am to BabyTac
Edward Jones is awful.
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Posted by Tiger4life306
Member since Apr 2016
730 posts
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Posted on 2/21/26 at 11:01 am to BabyTac
H&R Block or Jackson Hewitt at your local Walmart seems like either of those would pair well
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Posted by LSUFanHouston
NOLA
Member since Jul 2009
40638 posts
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Posted on 2/21/26 at 12:29 pm to BabyTac
The problem is likely with Ed…
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Posted by TigerGrl73
Nola
Member since Jan 2004
21454 posts
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Posted on 2/21/26 at 4:04 pm to BabyTac
Maybe try importing the EJ info a different way than you chose.
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Posted by Fat Bastard
alter hunter
Member since Mar 2009
90135 posts
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Posted on 2/21/26 at 8:47 pm to BabyTac
EJ?



move to e-trade, schwab, fidelity or even vanguard. i use the first 2.
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Posted by BamaAlum02
Huntsville, AL
Member since Nov 2005
1105 posts
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Posted on 2/23/26 at 10:55 am to BabyTac
quote:
Edward Jones


Found your problem.
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