andyjp1
New Member

Business & farm

I too had trouble with Chase 1099 downloads.  First, choose jpmorgan chase, not jpmorgan funds, even though it says jpmorgan broker dealer holdings on the paper copy of the 1099.  I was asked to login to TT first.  Turns out i had an account that was my email address.  That allowed me to connect to Chase and choose what i wanted to share with TT.  I picked all the accounts  But then it never connected to chase.  Some empty web page came up and nothing.  If you click on return home, some XML popup came up.  Then, I turned off my bitdefender software for using a vpn to go to chase.com.  Still no luck.  Then after clearing cache and rebooting it finally connected to Chase.  It said successful download.  But then after it downloaded, I got the TT 'looks like we've run into an error' message and TT closed.  I retried and this happened multiple times.  After reading this note about going to the Chase website and updating what accounts i am sharing there, I retried.  I only selected the 3 accounts that had 1099s.  I had done this previously via TT and it did not work.  Oddly after I just selected these 3 on the chase site, it worked!