HbShaffer
Returning Member

Business & farm

Wow! That's awful. Even using the online version of TurboTax? I'm assuming you've received no help from Intuit?

 

The unfortunately work-around requires manually entering all your 1099 DIV and related investment income statements using the desktop version. I will escalate this issue within Chase, but don't expect an answer anytime soon from Chase or Intuit.

 

To confirm: you started a new tax return using the online version, granted access to your Chase accounts through Chase's security options and were still unable to transfer banking information to Intuit? 

 

The online support for Chase private banking: [phone number removed]. If that's not the right number, they should be able to direct you to the appropriate support team.