@LF123456 @Critter-3
@ErickaW
Critter has done an excellent job in documenting what you, @LF123456 , need to do manually in entering the investment data from 2021 that would otherwise have been available from JP Morgan Chase.
What was not made clear is WHY you cannot download into a tax program the data after October 15th tax-prep year-end.
The financial service firms, such as Chase, and not TurboTax, are the limiting factor. Financial service firms generally allow you up to seven years to access and download the account's transactional date in two forms: Statements (usually PDFs), and data files either in CSV (importable to Excel) and directly to XLS . This is separate from the downloading into any tax preparation file which almost always has to be done from within the program (TurboTax, TaxAct, H&R, et alii). The file structure for that download is a specific form in *.TXF format and the financial services firms generally only provide that for the duration of tax filing season (generally starting in very late January but more typically in February) and cutting off on October 15th of the year. I am not aware of any financial services firm (investments, banks, etc.) that continue to provide the "past year" data for TXF download once October 15th comes as their staff then goes to preparing the necessary software changes to provide 2022 (next year) data download.
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