[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"detail-sidebar-cat-1-en-105":3,"doc-seo-302284-105":53,"doc-detail-302284-en":126},{"code":4,"msg":5,"data":6},0,"success",[7,14,19,24,29,34,39,44,49],{"id":8,"doc_module":9,"doc_module_name":10,"category_name":11,"show_sort_weight":12,"slug":13},11,1,"Template","Presentations",90,"presentations",{"id":15,"doc_module":9,"doc_module_name":10,"category_name":16,"show_sort_weight":17,"slug":18},12,"Resumes",80,"resumes",{"id":20,"doc_module":9,"doc_module_name":10,"category_name":21,"show_sort_weight":22,"slug":23},14,"Invoices",70,"invoices",{"id":25,"doc_module":9,"doc_module_name":10,"category_name":26,"show_sort_weight":27,"slug":28},15,"Posters",60,"posters",{"id":30,"doc_module":9,"doc_module_name":10,"category_name":31,"show_sort_weight":32,"slug":33},16,"Social Media",50,"social-media",{"id":35,"doc_module":9,"doc_module_name":10,"category_name":36,"show_sort_weight":37,"slug":38},17,"Forms",40,"forms",{"id":40,"doc_module":9,"doc_module_name":10,"category_name":41,"show_sort_weight":42,"slug":43},18,"Letters",30,"letters",{"id":45,"doc_module":9,"doc_module_name":10,"category_name":46,"show_sort_weight":47,"slug":48},21,"Paper Templates",5,"papers-templates",{"id":50,"doc_module":9,"doc_module_name":10,"category_name":51,"show_sort_weight":4,"slug":52},158,"General","general-158",{"code":4,"msg":54,"data":55},"ok",{"site_id":56,"language":57,"slug":58,"title":59,"keywords":60,"description":61,"schema_data":62,"social_meta":119,"head_meta":121,"extra_data":123,"updated_unix":125},105,"en","answers-to-common-tax-season-questions","Answers to Common Tax Season Questions","","Answers common questions clients ask during tax season, focused on when brokerage tax forms are received and how Edward Jones follows IRS deadlines. It explains delivery timing for Forms 1099-R, 1099-Q and Consolidated 1099 Tax Statements, including “Figures Not Final” versus “Figures Are Final,” and what “Revised Final Figures” means. It also covers why some accounts may not receive a 1099, why figures may differ from statements, and when Form 5498 is provided.",{"@graph":63,"@context":118},[64,80,101],{"@type":65,"itemListElement":66},"BreadcrumbList",[67,71,74,77],{"item":68,"name":69,"@type":70,"position":9},"https://docshare.wps.com","Home","ListItem",{"item":72,"name":10,"@type":70,"position":73},"https://docshare.wps.com/template/",2,{"item":75,"name":41,"@type":70,"position":76},"https://docshare.wps.com/template/letters/",3,{"item":78,"name":59,"@type":70,"position":79},"https://docshare.wps.com/template/answers-to-common-tax-season-questions/302284/",4,{"url":78,"name":59,"@type":81,"image":82,"author":87,"headline":59,"publisher":90,"fileFormat":93,"inLanguage":57,"description":61,"dateModified":94,"datePublished":95,"encodingFormat":93,"isAccessibleForFree":96,"interactionStatistic":97},"DigitalDocument",{"url":83,"@type":84,"width":85,"height":86},"https://docshare.wps.com/thumbnails/answers-to-common-tax-season-questions/302284.png","ImageObject",442,249,{"name":88,"@type":89},"Miles","Person",{"url":68,"name":91,"@type":92},"DocShare","Organization","application/pdf","2026-09-26","2026-09-19",true,{"@type":98,"interactionType":99,"userInteractionCount":9},"InteractionCounter",{"@type":100},"ViewAction",{"@type":102,"mainEntity":103},"FAQPage",[104,110,114],{"name":105,"@type":106,"acceptedAnswer":107},"When will I receive my tax forms?","Question",{"text":108,"@type":109},"Edward Jones follows IRS deadlines, but an exact delivery date may vary. Forms 1099-R and 1099-Q are required by Jan. 31, and Consolidated 1099 Tax Statements by Feb. 15, with remaining “Figures Are Final” forms provided before March 15.","Answer",{"name":111,"@type":106,"acceptedAnswer":112},"What does “Figures Not Final” mean?",{"text":113,"@type":109},"“Figures Not Final” appears when final tax-reporting information is still pending from issuers. It may reflect securities such as REITs, foreign securities, later-reporting stocks and mutual funds, and certain mortgage or trust-related holdings.",{"name":115,"@type":106,"acceptedAnswer":116},"Why do the figures on my 1099 differ from those on my statements?",{"text":117,"@type":109},"Issuers may reclassify the type or timing of income. As a result, monthly statement amounts may not match tax form entries word-for-word even though both are accurate when produced.","https://schema.org",{"og:url":78,"og:type":120,"og:title":59,"og:site_name":91,"og:description":61},"article",{"robots":122,"canonical":78},"index,follow",{"doc_id":124,"site_id":56},302284,1790415407,{"code":4,"msg":5,"data":127},{"doc_id":124,"user_id":128,"nickname":88,"user_avatar":129,"doc_module":9,"category_id":40,"category_name":41,"doc_title":59,"doc_description":61,"doc_content":130,"file_id":131,"file_url":132,"file_type":133,"file_size":134,"view_count":73,"is_deleted":4,"is_public":9,"is_downloadable":9,"audit_status":9,"page_count":79,"language":135,"language_code":57,"site_id":56,"html_lang":57,"table_of_contents":136,"faqs":137,"seo_title":138,"seo_description":61,"update_tm":139,"read_time":73},13056703019404,"https://ap-avatar.wpscdn.com/davatar_29158cc5080c5b710cf443261637dec0","> [edwardjones.com | Member SIPC](edwardjones.com | Member SIPC)  \n Answers to common tax season questions  \nAt Edward Jones, we want your tax preparation to go as smoothly as possible. These are some of the most common questions clients ask during tax season. Visit our Tax Resources [website at edwardjones.com/taxcenter for additional](website at edwardjones.com/taxcenter for additional) information and resources.  \nWhen will I receive my tax forms?  \nEdward Jones complies with all IRS deadlines. While we cannot provide an exact date for when you will receive your form, the following information may help:  \n• The IRS requires brokerage firms to furnish Forms 1099-R and 1099-Q by Jan. 31 and Consolidated 1099 Tax Statements by Feb. 15. Our Consolidated 1099 Tax Statement includes all applicable Forms 1099 (such as 1099-B, 1099-DIV, 1099-INT, 1099-MISC and/or 1099-OID) for your taxable brokerage account. You may receive a Consolidated 1099 Tax Statement for each taxable brokerage account you hold at Edward Jones.  \n• We furnish a small percentage of Consolidated 1099 Tax Statements as Figures Not Final before the Feb. 15 deadline if we are still awaiting final tax-reporting information. Figures Are Final versions are furnished when the tax-reporting information for accounts is finalized. We furnish all remaining Figures Are Final forms before March 15.  \nWhat does“Figures Not Final” mean?  \nYour tax forms will say Figures Not Final if we are still waiting for final tax-reporting information from issuers, and they will indicate which securities do not have final figures. These securities may include:  \n• Real estate investment trusts (REITs), foreign securities, later-reporting stocks and mutual funds: Issuers of these securities sometimes file extensions to report beyond Feb. 15, so you may not receive your Figures Are Final form until late February or later.  \n• Collateralized mortgage obligations (CMOs)/Real estate mortgage investment conduit (REMICs), royalty trusts, unit investment trusts (UITs), holding company depository receipts (HOLDRs) and mortgage trusts: We may receive reports from these securities up until March 15 and send Figures Are Final forms  \nin mid-March.  \nYour tax professional may be able to begin working on your tax return with Figures Not Final forms, so consider providing them. We will send you a Figures Are Final form as soon as we have all the finalized information.  \nWhat if I receive a “Revised Final Figures”form?  \nEdward Jones strives to minimize the need for revisions to your tax forms, but we may be required to send you a Revised Final Figures form. Provide the form to your tax professional immediately. If you have already filed your tax return, consult with your tax professional about whether to file an amended return.  \nThe cover letter sent with your revised form will explain the reason for sending, which may include:  \n• Issuer revisions: Issuers of your securities may send us revised information after we have issued your Figures Are Final form.  \n• Cost basis revisions: Adjustments to cost basis may occur when we receive revised information from your previous firm, if your client support team updates unknown cost basis on your behalf, or if a cost basis calculation is revised. (Find more information in the cost basis section below.)  \nPAGE 1 OF 4 OPR-9629M-A EXP 31 DEC 2025 © 2024 EDWARD D. JONES & CO. , L. P. ALL RIGHTS RESERVED. AECSPAD  \nWhy didn’t I receive a 1099?  \nThe IRS does not require tax forms to be issued for every account at Edward Jones.  \n• Income less than $10: We do not issue tax forms if your taxable brokerage account received less than $10 of reportable income or you took a distribution of less than $10 from your IRA. However, in each case, you maybe required to report the income to the IRS. Contact your client support team for a copy of your form.  \n• C corporations and tax-exempt accounts: We are not required to issue 1099s for accounts held by C corporations or tax-ex","cbCaicds1NAmqWoF","https://ap.wps.com/l/cbCaicds1NAmqWoF","pdf",67695,"English","# When will I receive my tax forms?\n# What does “Figures Not Final” mean?\n# What if I receive a “Revised Final Figures” form?\n# Why didn’t I receive a 1099?\n# Why do the figures on my 1099 differ from my statements?\n# Will I receive Form 5498? And if so, when?","[{\"question\":\"When will I receive my tax forms?\",\"answer\":\"Edward Jones follows IRS deadlines, but an exact delivery date may vary. Forms 1099-R and 1099-Q are required by Jan. 31, and Consolidated 1099 Tax Statements by Feb. 15, with remaining “Figures Are Final” forms provided before March 15.\"},{\"question\":\"What does “Figures Not Final” mean?\",\"answer\":\"“Figures Not Final” appears when final tax-reporting information is still pending from issuers. It may reflect securities such as REITs, foreign securities, later-reporting stocks and mutual funds, and certain mortgage or trust-related holdings.\"},{\"question\":\"Why do the figures on my 1099 differ from those on my statements?\",\"answer\":\"Issuers may reclassify the type or timing of income. As a result, monthly statement amounts may not match tax form entries word-for-word even though both are accurate when produced.\"}]","Answers to Common Tax Season Questions | PDF",1789791656]