topic Chase download in Get your taxes done using TurboTax

Attempting to import from Chase

CTP — Sat, 29 Feb 2020 16:15:19 GMT

I have attempted to import my 1099's from Chase and it continues to fail. I get a request for a temporary access code which is sent via text and entered. It waits and then fails to import. Is there a work around? Otherwise I have a ton of data entry on my plate, which is what I'd like to avoid with TurboTax.

Re: Attempting to import from Chase

macuser_22 — Sat, 29 Feb 2020 16:29:51 GMT

TurboTax does not ask for an access code so that must be something that Chase is doing. You should ask Chase about this issue. (Note though, import login to financial institutions is generally on a separate server not connected to your normal Chase account login so you might have a hard time getting to s Chase technician that know how tax imports work.)

Re: Attempting to import from Chase

CTP — Sat, 29 Feb 2020 17:13:58 GMT

In researching Chase say to select Chase Investments. When I do I need to get a Chase ID code and TurboTax says to obtain the ID code by selecting the link below. The link below takes me to an outdated web page for Chase.

Re: Attempting to import from Chase

macuser_22 — Sat, 29 Feb 2020 17:23:55 GMT

The link is provided by Chase Investments. If it does not work then contact Chase.

https://www.chase.com/personal/tax-statements/investments/turbo-tax

Re: Attempting to import from Chase

CTP — Sat, 29 Feb 2020 17:51:51 GMT

Well Chase was no help at all. Technical support didn't even recognize the instruction on their own site. They claim to have no supports in linking with TurboTax. Very frustrating for certain!

Re: Attempting to import from Chase

CTP — Sat, 29 Feb 2020 17:53:28 GMT

This is the link that does not work that is provided in TurboTax

https://chaseonline.chase.com/Logon.aspx?LOB=TurboTaxLogon

An older unsupported page from Chase

Re: Attempting to import from Chase

CTP — Sat, 29 Feb 2020 18:02:31 GMT

Well, I figured out how to make it work. If I select the "Remember my User ID" on the login page of the site that says its and older version and please go to chase.com, it allows me to log in and obtain the TurboTax code. Amazing that at the highest level of Chase technical support the answer was that they have no supports or linking to TurboTax. Hopefully this may help someone else attempting to use the outdated page.

Re: Attempting to import from Chase

Manatee321 — Mon, 06 Jul 2020 00:37:33 GMT

YOU ARE BRILLIANT! It worked like a charm. Too bad Turbo Tax doesn't seem to know the answer to their own problem. Being able to import the investment statement is a big reason why I use Turbo Tax in the first place!

Edit on July 5, 2020: this no longer works; I longer see an option for "Remember my User ID". The url listed by more recent posters DID work for the return I'm doing today.

Re: Attempting to import from Chase

KL23 — Fri, 29 May 2020 19:33:43 GMT

In case anyone is still trying to figure this out. The correct login page is: https://secure05c.chase.com/web/auth/?LOB=TurboTaxLogon

Re: Attempting to import from Chase

Schmiteye — Sat, 06 Jun 2020 20:21:55 GMT

THANK YOU!!!! I spent all morning trying to figure this out! Every year there seems to be something like this. Sigh!

Re: Attempting to import from Chase

yanni6momo — Sun, 07 Jun 2020 08:23:49 GMT

You are a life saver! Thank you!

Re: Attempting to import from Chase

luvkhush — Tue, 09 Jun 2020 22:31:43 GMT

love you!!

Re: Attempting to import from Chase

ainani — Sun, 28 Jun 2020 00:47:32 GMT

Thanks so much! It's dumb that Turbotax customer support also doesn't know this. I spent more than an hour with customer support (who was very friendly) trying various things. But ultimately we gave up. Can't imagine why big companies like Intuit and Chase can't solve this between themselves!!!

Re: Attempting to import from Chase

allendwebb — Sat, 04 Jul 2020 16:40:07 GMT

Thank you! That link worked to get the ID Code for Chase Investments.

Re: Attempting to import from Chase

matneh — Sun, 05 Jul 2020 19:03:00 GMT

Yep, that was the trick.

TurboTax, if you're listening, this is not a Chase problem, it's a TurboTax problem, and during one of those updates you do every time I start the program, just change the wrong link:

https://chaseonline.chase.com/Logon.aspx?LOB=TurboTaxLogon

to the correct link:

https://secure05c.chase.com/web/auth/?LOB=TurboTaxLogon

Re: Attempting to import from Chase

Darv42 — Mon, 06 Jul 2020 14:32:32 GMT

Thank you, KL23!!

As you said, the short version of the solution is to use the following URL after it redirects to Chase.com:

https://secure05c.chase.com/web/auth/?LOB=TurboTaxLogon

How can the macuser replies in this thread be removed? They are misleading and take people in the wrong direction.

My next question is

How can this be reported to the TurboTax IT Department?
They need to change the URL that they call.

Morton

Chase download

erinleclair — Mon, 06 Jul 2020 16:17:53 GMT

found it!

Re: Attempting to import from Chase

Harmonie — Wed, 08 Jul 2020 00:52:48 GMT

Thank you, THANK YOU! I just spent half an hour on the phone with someone from Chase/JP Morgan investments who was no help (though to his credit, he tried), and the online info I saw elsewhere on this exact issue was not encouraging. So glad someone else posted a link to this disucussion, and even more glad you posted a link to the correct login page to get the identification code!

Re: Attempting to import from Chase

Darv42 — Wed, 08 Jul 2020 01:53:10 GMT

You're welcome, Harmonie! I'm very happy to have contributed to helping you. 🙂

Any chance that Chase will send you an email follow-up from the call and you can report the concern and fix to them, please? I have reported it through my local branch also.

--Morton

Re: Attempting to import from Chase

Harmonie — Wed, 08 Jul 2020 03:58:47 GMT

I don't know, but if they do, I'll be sure to mention it. I will also discuss with my Chase investment advisor directly.