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Investors & landlords
I have this bug, trying to use TurboTax on a Mac laptop. The import works on TurboTax Online, but not on the desktop software; so, below is the workaround that I used. Note, that this is only helpful if you are at or near the beginning for working on your 2021 return, because you basically have to start all over.
1. Start a new return on Turbotax online. Resist the urge to pay for anything or do any upgrades at a cost.
2. When your return is started, use the "Tax Tools" link to import last year's tax file (with a *.tax2020 extension).
3. Plow through the questionnaire until go get a chance to import your J.P.Morgan Securites documents. The Get Identification Code link works online.
4. After you've imported all your J.P.Morgan docs, use the "Tax Tools" link to save your tax return on your computer to a *.tax2021 file.
5. Open that new file from TurboTax 2021 on your desktop. No you can do all your work with the J.P. Morgan download.
I hope this help somebody.