Edward Jones tax form guides

List of tax form guide PDFs.

Almost all investors receive some combination of 1099 forms, which report payments from investment activity to our clients and the Internal Revenue Service (IRS). The IRS requires brokerage firms to furnish Forms 1099-R and 1099-Q by January 31 and Consolidated 1099 Tax Statements by February 15.

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.

Form Guides for Taxable Brokerage Accounts
Consolidated 1099 Tax Statement (PDF) The Consolidated 1099 Tax Statement may include Forms 1099-B, 1099-DIV, 1099-INT, 1099-MISC and 1099-OID, as well as supplemental information.
Form 1099-B (PDF) Form 1099-B is included in the Consolidated 1099 Tax Statement if securities were sold or redeemed in the account during the tax year.
Form Guides for Retirement Accounts
Form 1099-R (PDF) Form 1099-R reports distributions (whether or not rolled over), excess contribution removals, recharacterizations and/or conversions for retirement accounts.
Form 5498 (PDF) Form 5498 reports contributions to retirement accounts. Form 5498 is furnished in May and is not needed to file your tax return.
Form Guides for Education Savings Accounts
Form 1099-Q (PDF) Form 1099-Q reports distributions from 529 accounts, as well as the contribution basis and earnings for the distribution.
Other General Information Guides
2020 Federal Tax Rate Brackets (PDF) Provides 2020 tax rate information for ordinary income, qualified dividends and long-term capital gains, and standard deductions, according to filing status.
2021 Federal Tax Rate Brackets (PDF) Provides 2021 tax rate information for ordinary income, qualified dividends and long-term capital gains, and standard deductions, according to filing status.
Tax Attributes for Investors (PDF) Provides information about various tax attributes that may affect individual investors.
Common Tax Form Questions and Answers (PDF) Provides answers to common questions about Edward Jones tax form production.

Questions

For tax questions, consult your tax professional. For investment-related questions, please contact your financial advisor.

Important Information:

Edward Jones, its employees and financial advisors cannot provide tax or legal advice. You should consult your attorney or qualified tax advisor regarding your situation. This content should not be depended upon for other than broadly informational purposes. Specific questions should be referred to a qualified tax professional.