Get your taxes done using TurboTax

I saw an answer made by another chase investments investor who pointed out the J.P. Morgan Securities selection in the import function.  I used this earlier today and imported my infor from 4 accounts perfectly.  I know that this is different than the instructions on the Chase.com site for turbotax download (which calls for looking for Chase Investments) but J.P. Morgan Securities selection worked for me.

 

When I first logged into turbotax, I manually selected update software (Its probably not necessary since it automatically looks for new updates when you run it - though you have the option not to install updates if it finds any).  I typed Morgan into the search and the J.P. Morgan Securities selection was listed among 4-5 J.P. morgan selections.

 

It does work -  I remember in years past, the selection was Chase Investments - something has changed - and I wish the instructions on the Chase Site for downloading tax forms was more accurate than it is.