topic Im trying to import 1099 forms from J P Morgan Securities i click on click prvided goto chase.com login but not sure how to get identification code in Get your taxes done using TurboTax

Im trying to import 1099 forms from J P Morgan Securities i click on click prvided goto chase.com login but not sure how to get identification code

trishlachokshi — Wed, 03 Mar 2021 20:36:22 GMT

bc1015 — Sat, 06 Mar 2021 20:34:49 GMT

Select "Chase Investments" instead of "J.P.Morgan Securities" from TurboTax Import from my bank or brokerage page.

I've resolved the same issue for importing my Brokerage Account 1099 forms from J.P.Morgan Securities.

tlbt65 — Wed, 17 Mar 2021 15:41:01 GMT

import from charles schwab does not work with my account login info from schwab what can I do?

MarilynG1 — Thu, 18 Mar 2021 03:02:52 GMT

You would use your same Login Info that you would use to sign into your account outside of TurboTax.

If you are having issues importing your financial data, you can enter your 1099's manually.

If you have a large number of transactions, click this link for info on How to Enter a Summary in Lieu of Individual Transactions.

bccQ_Ftrn — Tue, 22 Feb 2022 18:48:42 GMT

Chase investments is not on the list where do I find it

bc1015 — Tue, 22 Feb 2022 19:11:39 GMT

Within the TurboTax software, use "Chase Investments" to search for the financial institution when do importing your 1099-DIV/1099-INT.

bccQ_Ftrn — Tue, 22 Feb 2022 19:52:10 GMT

Hello thank you for the information I just tried it not successful

bc1015 — Tue, 22 Feb 2022 21:23:51 GMT

Try after March first or call Chase for exact day in March.

SForrestLO — Wed, 23 Feb 2022 01:56:36 GMT

hh28 — Wed, 23 Feb 2022 22:46:38 GMT

only int and div. How about gain/loss and brockage transaction data? the data are missing! so partially working.

DawnC — Wed, 23 Feb 2022 23:04:06 GMT

Can you clarify your issue @hh28? You are commenting on an old thread, so it is difficult to determine how to help here.

Some TurboTax CD/Download customers may be experiencing an error when importing from Chase Bank/Investments. Click here to sign up for notifications.