Using Desktop Premier, I was able to successfully connect/import 1099-B investment data using the, "J.P. Morgan Securities" Financial Institution. This covered my investment income section.
HOWEVER...
When attempting to use the Financial Institution named, "Chase Bank" to get regular 1099-INT, 1099-DIV, etc., TurboTax desktop launches an integration Form to enter Chase username & PW. Each time I've tried, the response from the Chase form is:
It looks like this part of our site isn't working right now.
Please try again later. Thanks for your patience.
No matter how patient I am; and, no matter how many times I've tried again later, still does not work.
