GeorgeM777
Expert Alumni

Get your taxes done using TurboTax

The technical issue has been resolved.  Here are the steps to import your J.P. Morgan 1099-B.

 

  1. Log into your account
  2. Select Income & Expenses
  3. Scroll down the page to Investment Income
  4. Select Stocks, Cryptocurrency, Mutual Funds...etc
  5. Respond to the questions that appear but you will need your J.P. Morgan Online User ID to access the Identification Code. 

 

@ottoworks

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"