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

[MarilynG1]

Because there are many variables involved in importing financial data, it's difficult to determine why one user can import successfully, and another cannot (from the same financial institution).

Click this link for some Troubleshooting Tips that may help you to resolve your issue. 

Remember that you can always Enter Section Totals, which requires minimal data entry. 

[kdholbel]

I guess i would like to hear from someone who has successfully imported 2022 tax documents from JP Morgan Chase. They just released documents for import on Feb 18th.

[shawnduster]

I am also having the same issue with JP Morgan Chase.  Downloaded successfully but crashes upon return to TurboTax.  What's even more scary is I am trying to find where to break the linkage to try to start fresh and I cannot find anything anywhere that tells me how to get Intuit to forget my Chase account.

[shawnduster]

I was able to resolve the issue.  First, I found an email in my junk folder from Intuit that told me how to break the sync between TurboTax and Chase.  I did that procedure.  Then, I looked on Chase to verify which accounts actually had Tax forms.  It turns out that there were only two forms.  This time, I reattempted the import and selected only the two forms (1099-B & 1099-DIV) that I knew existed.  This time, it worked.  After the import to Intuit via the browser, control returned to TurboTax, and the forms were there. Voila!  

I hope this helps the rest of you who were also struggling with this.  

[sehoffma]

I tried looking for an email in my junk folder regarding the sync between TurboTax and my FI, but saw nothing there.  I am using another FI (Bank of America, not Chase).  Would you mind sharing the information on how to break the sync?

[KAPY]

I spoke to Chase Bank investment tech support team with my banker today.  They indicated the inability to import 1099 data is a known issue with using the CD.  They said only workaround is to use the online software which is really annoying as we should not have to purchase the online software from Turbotax when we already bought the CD.

[SForrestLO]

Please see the workaround offered in this thread.

[lwbezanson]

I am loading multiple 1099s from one login:  was able to do this successfully however after clearing chrome browser caches and cookies.

[KAPY]

Thanks, I had already tried cleaning browsing history, caches etc. which did nothing. I think it may be a file size issue. I figured it out a little while after posting original message as I didn’t want to buy online Turbotax version as I already purchased the CD. I logged into bank website and looked at linked apps. I deselected all the Intuit link’s to my accounts except the link to my investment accounts.  It finally imported . Then I typed in my other 1099 accounts because they were simple.

[andyjp1]

I too had trouble with Chase 1099 downloads.  First, choose jpmorgan chase, not jpmorgan funds, even though it says jpmorgan broker dealer holdings on the paper copy of the 1099.  I was asked to login to TT first.  Turns out i had an account that was my email address.  That allowed me to connect to Chase and choose what i wanted to share with TT.  I picked all the accounts  But then it never connected to chase.  Some empty web page came up and nothing.  If you click on return home, some XML popup came up.  Then, I turned off my bitdefender software for using a vpn to go to chase.com.  Still no luck.  Then after clearing cache and rebooting it finally connected to Chase.  It said successful download.  But then after it downloaded, I got the TT 'looks like we've run into an error' message and TT closed.  I retried and this happened multiple times.  After reading this note about going to the Chase website and updating what accounts i am sharing there, I retried.  I only selected the 3 accounts that had 1099s.  I had done this previously via TT and it did not work.  Oddly after I just selected these 3 on the chase site, it worked!

[CarissaM]

We are happy to hear it did finally work! Please let us know if we can further assist you. @andyjp1 

[kdholbel]

In my case, I determined that it was my Form 1098 Mortgage Interest Statement from JP Morgan Chase that was causing TT to shut down when attempting to import. Once I removed the link on the Chase side, I was able to import the other tax documents.

[Jenkinse]

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

[SForrestLO]

Thank you for sharing this workaround.

@Jenkinse

[Pochun]

Thanks for sharing the workaround and it works.