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Unable to import from J.P. Morgan Chase.
Can get part way through process. Turbo connects to Chase, but keep getting a spinning wheel Chase says that TurboTax is not authorized to connect. Their web site shows it was authorized previously, but now inactive. Unlike Quicken there does not seem to be an authorization process. How do I connect and download 2023 tax info? I can download the pdf form but don't want to do manual entry of brokerage data
‎April 2, 2024
9:20 AM