SForrestLO
Intuit Alumni

Investors & landlords

Please see these steps provided by Chase to help with your import.

For Brokerage and Managed Accounts

Within the TurboTax software, use “Chase Investments” to search for the financial institution.
Enter your chase.com username, password, and identification code.
Request the identification code by clicking the ‘Get Your Identification Code’ link within TurboTax.
You'll be presented with a chase.com sign-in page for multifactor authentication purposes (similar to the one that appears when you sign in to chase.com from an unrecognized computer).
Choose to receive the identification code by phone, text, or email.
Upon receipt, type the identification code into TurboTax to proceed with the download process; the identification code expires after 30 minutes.

How do I add my Chase Bank 1099 forms in TurboTax CD/Download?

Chase customer support is (800)392-5749.

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"