GOOD NEWS!! After asking my Chase/JPMorgan banker for assistance, they contacted the right people and gave me these instructions which worked flawlessly. I am surprised that Intuit has not already published this valuable information:
Here are the instructions I show for TurboTax. The number to call for support is: (800)392-5749.
For Brokerage and Managed Accounts
- Within the TurboTax software, use “Chase Investments” to search for the financial institution
- Enter your chase.com username, password, and identification code
- Request the identification code by clicking the ‘Get Your Identification Code’ link within TurboTax
- You'll be presented with a chase.com sign in page for multifactor authentication purposes (similar to the one that appears when you sign in to chase.com from an unrecognized computer)
- Choose to receive the identification code by phone, text, or email
- Upon receipt, type the identification code into TurboTax to proceed with the download process; the identification code expires after 30 minutes.
NOTE: All available tax forms for all Brokerage and Managed accounts accessible by chase.com username can be imported.
