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Get your taxes done using TurboTax
Just so strange. So many people were able to download thru JPMorgan Securities and other thru Chase Bank. I tried for weeks. I was FINALLY able to download thru Chase Bank (but was not thrilled with how it asked what accounts I wanted to download -- (showed all my accounts, including my credit card accounts as well as my IRA accounts??)-- in the past it just showed the accounts that were supposed to be downloaded. Anyway, I received a corrected statement, and at that point, could no longer download.Just incredible that in the past, there were no problems. Seems like an easy fix to just add on Chase Investments, as in the past. Why, all of a sudden, for 2021 taxes, it turns into a major problem??
I think many people who have Chase accounts are going to try a different tax software next year.