Some customers who imported their 1099-B from Chase Bank may have imported only a partial list of their investment transactions into TurboTax.
If you imported these forms into TurboTax on February 15-17, you may be affected. Here’s how to fix this:
- Sign in to your return.
- Go to Wages & Income.
- Under Investment Income, select Stocks, Mutual Funds, Bonds, Other (1099-B).
- Check the amounts on your 1099-B forms. If they match what’s in TurboTax under Total gain or loss, then you don’t need to do anything. If they don’t match, move onto the next step.
- Select the trash can icon next to your Chase Bank 1099-B to delete it.
- Select Add sales to re-add your Chase Investments 1099-B. You can either import your form from Chase Investments or choose I’ll type it myself to manually enter it.
If you imported forms other than a 1099-B from Chase Bank, please check that they don’t get imported twice.
If you have any further questions, you can contact us at 800-446-8848, 5 AM to 9 PM PT.