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Business & farm
I was able to resolve the issue. First, I found an email in my junk folder from Intuit that told me how to break the sync between TurboTax and Chase. I did that procedure. Then, I looked on Chase to verify which accounts actually had Tax forms. It turns out that there were only two forms. This time, I reattempted the import and selected only the two forms (1099-B & 1099-DIV) that I knew existed. This time, it worked. After the import to Intuit via the browser, control returned to TurboTax, and the forms were there. Voila!
I hope this helps the rest of you who were also struggling with this.
‎February 22, 2023
3:07 PM