topic Turbotax 2021 - Chase Import Not Working in Get your taxes done using TurboTax

Turbotax 2021 - Chase Import Not Working

TexanIndian — Tue, 15 Feb 2022 17:41:22 GMT

Trying to import 1099s from Chase Private Banking and I noticed two issues:

1) Chase Investments is not listed in the drop down (though the prompts ask you to select that option)

2) Chase Bank IS listed, however selecting it takes you to a screen that has Chase logo, but no place to enter userid/password.

Open a ticket [removed] but got an email immediately afterwards saying the ticket has been closed. Seriously? How could you close a genuine issue being reported WITHOUT a resolution? Turbotax SUCKS.

Re: Turbotax 2021 - Chase Import Not Working

TexanIndian — Tue, 15 Feb 2022 17:43:08 GMT

Stop removing TICKET #s from chats - these ARE NOT SSNs and DON'T NEED the protections from big brother.

Ticket Number 1 4 8 9 0 8 1 9 6

Re: Turbotax 2021 - Chase Import Not Working

bobcreedon — Tue, 15 Feb 2022 19:55:19 GMT

Was also on the line twice with Chase the interface is not working. It going to Chase but not the right interface.

Chase is not showing failures. Looks like Turbo tax has the wrong address.

Chase API to get information over to my fidelity account.

Turbo Tax/needs to test or call Chase

Re: Turbotax 2021 - Chase Import Not Working

SG-NJ — Tue, 15 Feb 2022 22:29:35 GMT

Trying to import 1099s from Chase Private Banking :

1) Chase Investments is not listed in the drop down option. Chase bank website is suggesting to use Chase investment

2) Chase Bank is listed, but can't sign on to Chase bank with the correct userid and password.

Re: Turbotax 2021 - Chase Import Not Working

raviappan — Wed, 16 Feb 2022 01:17:43 GMT

Some progress. Now it connects to Chase but still the userid password doesn’t work. Chase is putting their hands up asking to clear cache, use different browser etc. Hope it gets fixed soon.

Re: Turbotax 2021 - Chase Import Not Working

HoustonHockeyMon — Wed, 16 Feb 2022 02:33:43 GMT

Same issue here. Believe this is a TurboTax issue as the instruments from this Chase website aren't possible.
TurboTax | 2021 Tax Center | Chase.com

Please fix ASAP.

Re: Turbotax 2021 - Chase Import Not Working

TexanIndian — Wed, 16 Feb 2022 15:13:30 GMT

Called Chase to confirm that they are not seeing any of the login attempts coming from Turbotax/Intuit. So looks like TT/Intuit have totally messed this up by not opening up the interface to Chase fully to the point it is not even reaching their servers, let alone pull down the 1099s from there. What say you Intuit/TT?

Re: Turbotax 2021 - Chase Import Not Working

CarissaM — Wed, 16 Feb 2022 17:12:36 GMT

Since Chase Investments is not listed on our Partner list, it would be best to download the 1099 to your computer, then follow the instructions here to import the 1099 into Turbo Tax.

If you need additional assistance, please comment and let us know.

Re: Turbotax 2021 - Chase Import Not Working

Glenn300Z — Wed, 16 Feb 2022 17:40:17 GMT

The "Turbo Tax Partners" web page Partner List - Tax Import | Intuit shows "Chase Investments" as an import partner. Intuit needs to fix their product immediately. I hav e been given the run-around that an investigation has been requested, but nothing seems to happen.

Re: Turbotax 2021 - Chase Import Not Working

TexanIndian — Wed, 16 Feb 2022 19:56:52 GMT

Seriously is this the best "Expert" answer one can get? I have been using TurboTax for over a decade and have been able to import from Chase for the past 5 years without issues. When someone reports something does not work, I am not sure why Intuit doesn't spend any energy investigating/troubleshooting where the connection is broken rather than give out useless advise to "live with it"

Re: Turbotax 2021 - Chase Import Not Working

Jeffery_H — Wed, 16 Feb 2022 20:19:24 GMT

Sorry CarissaM, that answer is unacceptable. Intuit needs to fix their backend software to work with Chase. Chase Investments is listed as a 1099 partner on this page (https://www.intuit.com/partners/fdp/implementation-support/tax-import/program-overview/partner-list/#1099/1098-partners)

Re: Turbotax 2021 - Chase Import Not Working

bobcreedon — Wed, 16 Feb 2022 20:48:49 GMT

Carissa,

Chase only has more than 5,100 branches and 17,000 ATMs nationwide. JPMorgan Chase & Co. has 250,355 employees (as of 2016) and operates in more than 100 countries. The arguably largest bank in USA.

Chase Bank is on the download list that isn't working.

Why wouldn't the owner of Turbo tax and Quick Book want to ensure and test their interface to chase is working?

A better answer would be our development team is working with Chase to resolve the problem.

Re: Turbotax 2021 - Chase Import Not Working

SG-NJ — Wed, 16 Feb 2022 21:00:46 GMT

Clarissa,

This is completely unacceptable..

I have been downloading 1099 information from 'Chase Investments' using Turbotax over the past several years.. Please fix this issue otherwise several folks will stop using Turbotax.. that will be a shame for Intuit and the turbotax team.. Please don't let this happen..

Regards,

Re: Turbotax 2021 - Chase Import Not Working

Glenn300Z — Wed, 16 Feb 2022 21:51:59 GMT

I have spent 3 hours on the phone wit TurboTax support this afternoon. Most of the time was someone I was forwarded to after I asked for a supervisor.

Instead of concentrating on why and how to fix selecting "Chase Investments" in TurboTax Premier 2021, the concentration was to try to discover some work around which didn't work either.

I was again informed that an investigation could not be identified, but one would be requested/initiated.

Intuit isn't doing much for their image.

Re: Turbotax 2021 - Chase Import Not Working

SG-NJ — Wed, 16 Feb 2022 22:03:16 GMT

Spoke with a specialist.. I was informed it was a known issue and folks are working on it.. Take it with a grain of salt! I was told there may have been an issue with Vanguard too but it may have been resolved?

Suggestion was to

1) Enter data manually (will not work for me as there are 100's of entries)

2) Try uninstalling and reinstalling Turbotax (it was a guess on the specialist's end - she admitted it)

Re: Turbotax 2021 - Chase Import Not Working

SG-NJ — Wed, 16 Feb 2022 22:10:54 GMT

Try getting a support ID through the help menu (conversation bot ask for "talk to a person") and then call

[phone number removed]. Wait would be shorter. May be able to get a more definitive answer as to when this import issue rom Chase Investments may be resolved. If not soon, I will have to use some other tax prep package..

Re: Turbotax 2021 - Chase Import Not Working

vschafer84 — Wed, 16 Feb 2022 22:13:23 GMT

> "Since Chase Investments is not listed on our Partner list"

@CarissaM please do your research before replaying with invalid information

Chase Investments is listed on the partner list at https://www.intuit.com/partners/fdp/implementation-support/tax-import/program-overview/partner-list/#1099/1098-partners

The feature is clearly broken, please check internally and provide ETA when will the issue get addressed.

Re: Turbotax 2021 - Chase Import Not Working

Glenn300Z — Wed, 16 Feb 2022 22:18:15 GMT

Re: Turbotax 2021 - Chase Import Not Working

VolvoGirl — Wed, 16 Feb 2022 22:28:49 GMT

You know most places don't have the 1099 import files ready until late February. The pdf form you see online is not the file that is imported. They have to make the import file available to Turbo Tax. Import files always take longer.

When can you import a 1099?

When will I be able to import my 1099?

Re: Turbotax 2021 - Chase Import Not Working

raviappan — Wed, 16 Feb 2022 22:36:40 GMT

The date imports were going to o be available was yesterday. Chase has had the pdfs available for a week now.