"Looks like we've run into an error." When importing data to TurboTax 2022 download Home & Business from my financial Institution

[HbShaffer]

Wow! That's awful. Even using the online version of TurboTax? I'm assuming you've received no help from Intuit?

The unfortunately work-around requires manually entering all your 1099 DIV and related investment income statements using the desktop version. I will escalate this issue within Chase, but don't expect an answer anytime soon from Chase or Intuit.

To confirm: you started a new tax return using the online version, granted access to your Chase accounts through Chase's security options and were still unable to transfer banking information to Intuit? 

The online support for Chase private banking: [phone number removed]. If that's not the right number, they should be able to direct you to the appropriate support team.

[HbShaffer]

JPMorgan represents the investment banking and wealth management side of JPMorgan Chase while the Chase brand represents consumer products (home loans, credit cards, small to medium businesses, auto loans) and retail branches. I have a little of each (JPM and Chase), where the online version worked successfully.

As others have complained of similar issues with financial institutions such as Bank America, Schwab, Fidelity, something clearly doesn't work on the Intuit side. 

[mzkytx2020]

The problem is turbotax by default has all accounts including accounts don't even have documents to import. If you have issue with JP Morgan, you can logon to JP morgan under the security/privacy/linked app clicked on shared accounts unselect all accounts that don't have tax document to import. Then retry TT. That is how I fixed my problem.

Good Luck!

[mzkytx2020]

 The problem is Turbotax selected all accounts by default including accounts without tax document to import. You need to logon to Chase under the menu on the upper left corner select security/privacy->linked App under Turbotax, you can see all accounts listed there, click the edit then unselect all accounts don't have tax documents. that is how I fixed my problem with Chase.

Good luck!

[dcf3]

I have no 1099 - Im self

[MoniqueLO_]

Do you have a specific question we can help you with?

@dcf3 

[staplz1968]

Thanks...   This worked for me!   Saved me from having to input 150 pages manually.

[Jenkinse]

Mzkytx2020, I am glad you found my post helpful to you. I live in Central NJ, so I will not be able to take you up on your dinner offer. But thanks.

Regards, Jenkinse

[Fltax2012]

I am having the same issue when I log into my Chase account. The error shuts the software down and any unsaved information is lost. I haven’t found a solution. 

[Fltax2012]

Can you explain how the link is broken 

[HbShaffer]

See my response on how to fix the problem of TT Premier crashing after reporting a successful download of 1099 data from Chase. Link is here: https://ttlc.intuit.com/community/taxes/discussion/1099-jpm-chase-downloads-with-tt-premier-desktop-...

I hope this works for you. 

[mzkytx2020]

The problem is Turbotax selected all accounts by default including accounts without tax document to import. You need to logon to Chase under the menu on the upper left corner select security/privacy->linked App under Turbotax, you can see all accounts listed there, click the edit then unselect all accounts don't have tax documents. that is how I fixed my problem with Chase.

You need to unselect all accounts that don't even have tax document such as IRA account etc.

Good Luck!

[GD62]

I am trying to import bank data.  Got the message, Re: "Looks like we've run into an error." When importing data to TurboTax 2022 download Home & Business from my financial Institution

I have Navy Federal and tried to do credit cards and it appear they imported after same message, but don't know how to get to it.

[RobertB4444]

Whatever bank data you imported, if it imported successfully will be stored in the section for the data you imported.  So if you imported credit card transactions you would need to check your small business section, if you imported interest then check the interest section, etc.

@GD62 

[khuiwong]

I have the same problem with Chase.  Was able to get it imported finally.  I logged into Chase account, on the upper left corner, there is that three lines, click that and choose "Security and Privacy".  Then you should see the box for "Linked apps and websites".  Click that and you should see the apps and websites you are sharing.  Expand Intuit TurboxTax and click "Stop sharing data".  Now go back to Turbotax and do the import this time.  When it asks what data to import, I choose to import one at a time, like just Self-Directed for the stock account.  Hope this helps.