CassLO
Intuit Alumni

Investors & landlords

Please try the following steps to import from Chase:

  1. Close and restart TurboTax.
  2. Make sure the data for your E*Trade account is there. 
    Identify your default browser that TurboTax will open to import data from the second account, Chase
  3. Delete all cookies and cache…..clearing cookies alone will not work. 
    Input the login information for the second account "Chase" when TurboTax asks.

"RichieR1 Level 1"

 

If still no luck, please check out this thread for additional suggestions or reach out to our TurboTax Customer Care team: Contact Us 

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