A follow-up to my initial post…
First a bit more factual background. I have a regular checking account, savings account, and mortgage account with Chase. The 1099-INT and the 1098 for these accounts were issued by JPMORGAN CHASE BANK, N.A. (Tax ID 13-4994650.
I also have a brokerage account held by JP MORGAN BROKER-DEALER HOLDINGS INC (Tax ID 13-4110995) – a completely separate organization within Chase’s organizational structure.
I’m thinking the system is throwing up on the fact that there are two separate Chase organizations involved each with their own tax ID and forms. Not sure if this is an issue that can be fixed on the TurboTax-side or the Chase-side.
All that said, I went into my Chase online account and broke the linked app to TurboTax. I then tried again only this time I selected only the brokerage account for linking. I left the checking account, the savings account, and the mortgage accounts unchecked. It worked.
Linking the brokerage account was preferred because the associated 1099-B has lots and lots of data on sales and dividends that I would not want to manually enter. The other forms – i.e., 1099-INT and 1098 – are relatively easy to manually enter into TurboTax.
