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I had an inherited Edward Jones account and brought my many paged paper copy to a local H&R block, it baffled the employee for a bit but he eventually figured i
by Jach 10y ago
I had an inherited Edward Jones account and brought my many paged paper copy to a local H&R block, it baffled the employee for a bit but he eventually figured it out and did a lot of manual things.
Used Turbotax this year and it slurped my Vanguard data without issue. They also support EJ so I bet if I still had that it would be much more straightforward.