topic Importing JPMORGAN SEcurities 1099B for TT2022 return in Get your taxes done using TurboTax

Importing JPMORGAN SEcurities 1099B for TT2022 return

bobmertensotto — Tue, 24 Feb 2026 06:58:39 GMT

I am trying to figure out how to import my 1099B from JPMorgan Securities to my 2022 tax return. There is no dropdown box for this entity. The only selection possible is JPmorgan Chase & Co and that entity will not import broker dealer info from this entity to TT tax return. Please advise. Thank you.

Re: Importing JPMORGAN SEcurities 1099B for TT2022 return

NCperson — Tue, 11 Jul 2023 19:38:40 GMT

if it can't be imported, only the summary of the 1099B needs to be data entered in any event; submitting all the detail of all the trades is no longer a requirement. (the broker has submitted the detail to the IRS in any event)

Re: Importing JPMORGAN SEcurities 1099B for TT2022 return

Mike9241 — Tue, 11 Jul 2023 23:43:25 GMT

not every financial institution partner's with Turbotax. if they don't import is not possible.

Re: Importing JPMORGAN SEcurities 1099B for TT2022 return

fanfare — Wed, 12 Jul 2023 02:50:24 GMT

@bobmertensotto

What is the Box Category you are reporting? see exception below.

If you are not excused by the detail reporting exception,
IRS requires details of your SELL transactions to be supplied on some Form 8949,
or on your other forms (e.g. consolidated 1099-B or spreadsheet) which have the same information and in the same manner as Form 8949.

This is so even when the broker has sent details to the IRS already.

The exception does not include wash sales, since they have an adjustment.

Detail Reporting Exception: if you summarize Category A or Category D, Form 8949 is not needed for transactions without adjustments. No mailing is necessary. No attachment is necessary.