It's now mid June 2023, and I still don't have access to a viable solution for importing 1099 data from JPMorgan Securities into the CD downloaded version of TT Premier? My version does not have JP Morgan Securities as a drop-down options as others have mentioned. I do not have any Chase or JPMorgan Securities accounts linked to the TT app to unlink as other also mentioned. Should I try linking at least the one desired account?
If using the online TT version to download the data is the only automated means to get the data, can I then merge the online tax return with a partially created desktop tax return to complete the process?
Any help is appreciated!
TT - when do you think you will install a solution for this year? Time is running out!!
