I was able to resolve it error. I went to Chase's website directly, logged into my account and removed permission for TurboTax to access my Mortgage Account. So I went back to TurboTax and from that desktop software it was only pulling data from my Brokerage Account and Checking Account. The selection of the Mortgage account at Chase screwed up TurboTax - it did not know how to handle it.
Very bad customer service from TurboTax. They did not know how to resolve this.
