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

[JLK24]

When you have multiple brokerage accounts at a financial institution, manual entry takes time, and this is one of the reasons you buy tax software.  Fix it!

[lgoodrph2]

I've tried your suggestion.  It does not work.

[lgoodrph2]

I've tried every suggestion.  Justin from TurboTax told me that he believes TurboTax cannot import 2600 transactions even though documentation states that it can handle up to 10,000.

[ITZUS]

When importing from Chase most of the transaction detail for stock sales is not coming thru. Cost and proceeds does come thru but dates and property description does not. DO I have to enter it all manually? If so what am I buying with TT?

[HeatherPLO]

Please see our Help Article which provides troubleshooting steps for importing your 1099.

@lgoodrph2 

@ITZUS 

[lisalewrdh]

EXCEEDINGLY FRUSTRATED with the error messages as well.  I given hour to try to get advance refund to my CREDIT KARMA ACCOUNT. The very same on I used LAST YEAR.  Figure this out TT or don’t dangle the carrot. I’ve been out of work for over a month, unemployment is lagging. I need my money now. 

[Jenkinse]

You are quite welcome.

[Jenkinse]

Here is my post below from 2 weeks ago regarding importing from Chase. I hope this works for you.

2 weeks ago

I too was not able to download my JPMorgan Chase (JPMC) data into my TurboTax (TT) Premier Desktop version, which I tried at least 8 times over 3 different days. I also had gone through the process of clearing my cache and cookies in each of my browsers. I also changed my default browser twice: (1) from Microsoft Edge to FireFox, and (2) from FireFox to Google Chrome After reviewing the comments from shawnduster, I was finally able to successfully download all my JPMC 1099 data performed. Here are the steps to follow:

1. Log onto your Chase Bank Account (www.chase.com)
2. From the Main Menu in the top left-hand side of the screen, click on “Security & privacy”
3. Click on “Linked apps and websites”
4. Click on Intuit TurboTax via Intuit
5. At the lower right-hand side of your screen, click on “Edit sharing”
6. Click on “Select all accounts.” This step actually “deselected” all my accounts, which I had previously linked to TT.
7. Individually select only the accounts for which you have 1099 data (I had previously downloaded all of my JPMC 1099’s a few weeks ago)
8. Click on “I agree” in the lower right-hand side of your screen
9. Close the screen, and review the “Linked apps and websites” section, “Sharing data from these accounts” which indicates the accounts that are now being shared.
10. If you need to revise the accounts to be imported into TT, repeat steps 5-9
11. Go to TT, and restart the process to import your 1099 data
12. Your data hopefully had been imported without TT shutting down

[carwit]

I am also having the same problem importing from JP Morgan Chase. I go through the steps and select accounts on Chase site and then get the same error message and TT closes and all my previously entered data is gone,. This should not happen and from the notes here it has not been solved. I have TT Premier running on a Windows 10 machine. I will not try again as it is just making extra work. TT please advise when it's solved. In the meantime I will input everyting manually. 

[Jenkinse]

Hi, below is my post from 2 weeks ago related to this problem.

1. Did you follow the steps outlined below?
2. Make sure you only import Chase data from accounts that have 1099 information for 2022.
3. I hope this helps you.

Regards,  Jenkinse

2 weeks ago

I too was not able to download my JPMorgan Chase (JPMC) data into my TurboTax (TT) Premier Desktop version, which I tried at least 8 times over 3 different days. I also had gone through the process of clearing my cache and cookies in each of my browsers. I also changed my default browser twice: (1) from Microsoft Edge to FireFox, and (2) from FireFox to Google Chrome After reviewing the comments from shawnduster, I was finally able to successfully download all my JPMC 1099 data performed. Here are the steps to follow:

1. Log onto your Chase Bank Account (www.chase.com)
2. From the Main Menu in the top left-hand side of the screen, click on “Security & privacy”
3. Click on “Linked apps and websites”
4. Click on Intuit TurboTax via Intuit
5. At the lower right-hand side of your screen, click on “Edit sharing”
6. Click on “Select all accounts.” This step actually “deselected” all my accounts, which I had previously linked to TT.
7. Individually select only the accounts for which you have 1099 data (I had previously downloaded all of my JPMC 1099’s a few weeks ago)
8. Click on “I agree” in the lower right-hand side of your screen
9. Close the screen, and review the “Linked apps and websites” section, “Sharing data from these accounts” which indicates the accounts that are now being shared.
10. If you need to revise the accounts to be imported into TT, repeat steps 5-9
11. Go to TT, and restart the process to import your 1099 data
12. Your data hopefully had been imported without TT shutting down

[Jenkinse]

Hi, below is my post from 2 weeks ago related to this problem.

1. Did you follow the steps outlined below?
2. Make sure you only import Chase data from accounts that have 1099 information for 2022.
3. I hope this helps you.

2 weeks ago

I too was not able to download my JPMorgan Chase (JPMC) data into my TurboTax (TT) Premier Desktop version, which I tried at least 8 times over 3 different days. I also had gone through the process of clearing my cache and cookies in each of my browsers. I also changed my default browser twice: (1) from Microsoft Edge to FireFox, and (2) from FireFox to Google Chrome After reviewing the comments from shawnduster, I was finally able to successfully download all my JPMC 1099 data performed. Here are the steps to follow:

1. Log onto your Chase Bank Account (www.chase.com)
2. From the Main Menu in the top left-hand side of the screen, click on “Security & privacy”
3. Click on “Linked apps and websites”
4. Click on Intuit TurboTax via Intuit
5. At the lower right-hand side of your screen, click on “Edit sharing”
6. Click on “Select all accounts.” This step actually “deselected” all my accounts, which I had previously linked to TT.
7. Individually select only the accounts for which you have 1099 data (I had previously downloaded all of my JPMC 1099’s a few weeks ago)
8. Click on “I agree” in the lower right-hand side of your screen
9. Close the screen, and review the “Linked apps and websites” section, “Sharing data from these accounts” which indicates the accounts that are now being shared.
10. If you need to revise the accounts to be imported into TT, repeat steps 5-9
11. Go to TT, and restart the process to import your 1099 data
12. Your data hopefully had been imported without TT shutting down

[Jenkinse]

Hi, below is my post from 2 weeks ago related to this problem.

1. Did you follow the steps outlined below?
2. Make sure you only import Chase data from accounts that have 1099 information for 2022.
3. I hope this helps you.

2 weeks ago

I too was not able to download my JPMorgan Chase (JPMC) data into my TurboTax (TT) Premier Desktop version, which I tried at least 8 times over 3 different days. I also had gone through the process of clearing my cache and cookies in each of my browsers. I also changed my default browser twice: (1) from Microsoft Edge to FireFox, and (2) from FireFox to Google Chrome After reviewing the comments from shawnduster, I was finally able to successfully download all my JPMC 1099 data performed. Here are the steps to follow:

1. Log onto your Chase Bank Account (www.chase.com)
2. From the Main Menu in the top left-hand side of the screen, click on “Security & privacy”
3. Click on “Linked apps and websites”
4. Click on Intuit TurboTax via Intuit
5. At the lower right-hand side of your screen, click on “Edit sharing”
6. Click on “Select all accounts.” This step actually “deselected” all my accounts, which I had previously linked to TT.
7. Individually select only the accounts for which you have 1099 data (I had previously downloaded all of my JPMC 1099’s a few weeks ago)
8. Click on “I agree” in the lower right-hand side of your screen
9. Close the screen, and review the “Linked apps and websites” section, “Sharing data from these accounts” which indicates the accounts that are now being shared.
10. If you need to revise the accounts to be imported into TT, repeat steps 5-9
11. Go to TT, and restart the process to import your 1099 data
12. Your data hopefully had been imported without TT shutting down

[CarissaM]

I am happy to hear you got it to download. If you still need assistance, please click here to contact us by phone. 

[pcharles12]

Same problem here with attempting to import financial data (File > Import > Import from Financial Institution) from JP Morgan Chase & Co. I can see and select my accounts, click on 'Connect my Account(s), I see the message ' Connecting to JP Morgan Chase & Co..., then 'Connection Complete!, then 'Looks like we've run into an error.' TT has forced closure. Cleared cookies and cache, restarted Windows 11 machine.

Yes, software is complex... If an import feature is present, it should work, particularly if the financial institution is one of the big ones. Per the product description, "Avoid mistakes by importing W-2s, investment & mortgage information from participating companies (may require free Intuit account)." JP Morgan Chase & Co. appears to be a participating company. Are there any options other than manual date entry?

[stollerj]

Also same error trying to import 1099 from JP Morgan Chase & Co, which appears to be the correct name.  Chase has several different names/companies.

Turbotax issues the same error messages and then closes.    I've looked at chase/taxcenter for Turbotax help and made no progress.   The chase tax center suggests using a name that does not appear in the turbotax list.

Still unsuccesful!