Hi, below is my post from 2 weeks ago related to this problem.
- Did you follow the steps outlined below?
- Make sure you only import Chase data from accounts that have 1099 information for 2022.
- I hope this helps you.
Regards, Jenkinse
I too was not able to download my JPMorgan Chase (JPMC) data into my TurboTax (TT) Premier Desktop version, which I tried at least 8 times over 3 different days. I also had gone through the process of clearing my cache and cookies in each of my browsers. I also changed my default browser twice: (1) from Microsoft Edge to FireFox, and (2) from FireFox to Google Chrome After reviewing the comments from shawnduster, I was finally able to successfully download all my JPMC 1099 data performed. Here are the steps to follow:
- Log onto your Chase Bank Account (www.chase.com)
- From the Main Menu in the top left-hand side of the screen, click on “Security & privacy”
- Click on “Linked apps and websites”
- Click on Intuit TurboTax via Intuit
- At the lower right-hand side of your screen, click on “Edit sharing”
- Click on “Select all accounts.” This step actually “deselected” all my accounts, which I had previously linked to TT.
- Individually select only the accounts for which you have 1099 data (I had previously downloaded all of my JPMC 1099’s a few weeks ago)
- Click on “I agree” in the lower right-hand side of your screen
- Close the screen, and review the “Linked apps and websites” section, “Sharing data from these accounts” which indicates the accounts that are now being shared.
- If you need to revise the accounts to be imported into TT, repeat steps 5-9
- Go to TT, and restart the process to import your 1099 data
- Your data hopefully had been imported without TT shutting down
