topic Chase Investments 1099 import in Get your taxes done using TurboTax

Chase Investments 1099 import

vschafer84 — Mon, 09 Mar 2026 05:56:26 GMT

Hello,

Chase instructions for import of 1099-B to Turbotax https://www.chase.com/personal/tax-statements/investments/turbo-tax say to use “Chase Investments” for the import. Chase Investments is also listed as a Turbotax 1099 partner at https://www.intuit.com/partners/fdp/implementation-support/tax-import/program-overview/partner-list/#1099/1098-partners

The TurboTax Premier 2021 Desktop does not have the option "Chase Investments" for import. It has "Chase Bank", but the authentication process for it does not work.

When will the Chase Investments option become available? Is it a known issue? Is someone working on getting it fixed?

Thank you,

Vlad

Re: Chase Investments 1099 import

vschafer84 — Wed, 16 Feb 2022 20:49:04 GMT

Here is a list of "Chase" options available in the product. As you can see, there is no "Chase Investments".

Re: Chase Investments 1099 import

Mike9241 — Wed, 16 Feb 2022 21:04:00 GMT

contact chase investments and explain your situation.

https://www.chase.com/digital/customer-service

Re: Chase Investments 1099 import

vschafer84 — Wed, 16 Feb 2022 21:13:33 GMT

Only Turbotax team has the ability to add a "Chase Investments" option into their product (which Turbotax documentation states to be available). This is a Turbotax issue, Chase has nothing to do with this.

Re: Chase Investments 1099 import

Glenn300Z — Wed, 16 Feb 2022 22:03:06 GMT

Re: Chase Investments 1099 import

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

Mike9241: are you a Chase Private Client customer with a with investment documents to download. If Intuit is working out something with Chase, Chase Customer Service does not know it.

Re: Chase Investments 1099 import

David2233 — Fri, 18 Feb 2022 17:06:54 GMT

It's time for Turbotax to get it together regarding importing from Chase.

Only TurboTax can control what is presented to the users.

I'm a Chase Private Client customer and am not sure which connection I SHOULD be looking for, but so far, I've tried all of the options presented and none of those work for me. I should be accessing a 1099-B, Int and DIV

Re: Chase Investments 1099 import

JONID — Fri, 18 Feb 2022 19:21:46 GMT

So ridiculous. Other years Chase Investments has always been listed and there has been no problem getting the code from Chase. This is definitely a Turbo Tax problem. I have to laugh when someone said to type it in yourself. Then why use Turbo Tax at all??

Re: Chase Investments 1099 import

TaxandGo2022 — Sat, 19 Feb 2022 16:11:01 GMT

When I read the thread regarding persisting issue of downloading 1099 from Chase and have been my elf struggling, I think TurboTax is now in charge to fix the issue? They are a software company and had to do their quality test before release it!

Re: Chase Investments 1099 import

apkkumar — Sat, 19 Feb 2022 16:28:04 GMT

I'm having the same issues with the Chase Private Client downloads via the import. It keeps saying - It looks like this part of our site isn't working right now.Please try again later. Thanks for your patience.

My Chase UserID/Password are correct.

It was working in the last year. This year, it seems like they've added this Intuit login before the prompt for Chase login which is messing up.

Is there any solution for this? I can not enter all the forms manually.

Re: Chase Investments 1099 import

daleoranna — Sat, 19 Feb 2022 17:05:58 GMT

Exact same problem here. Hopefully this gets corrected soon. I've been trying since 02/18/22 to get 1099 information downloaded from Chase. I've always been able to just choose Chase Bank, as all my investment reports are available there. I keep getting the message "Looks like this part of our site isn't working right now". As someone who's used TT for at least 25 years, this is the first real snafu I've run into, so I shouldn't complain, but I'd really like to get my taxes done and out of the way.

Re: Chase Investments 1099 import

David2233 — Sat, 19 Feb 2022 22:33:48 GMT

I am a Chase Private Client customer and I got my forms to download this morning.

It's not obvious, but the Financial Institution is not Chase, it's J.P. Morgan Securities.

You'll need your userid and password AND you'll need to get some other pin from Chase - don't worry, TurboTax will take you there to get that.

Re: Chase Investments 1099 import

NSF1 — Sat, 19 Feb 2022 22:48:15 GMT

Thank you! This worked for me just now. "J.P. Morgan Securities" worked!

Re: Chase Investments 1099 import

TaxandGo2022 — Sun, 20 Feb 2022 00:49:11 GMT

That link is not hyperlinked in order to get a generated code!

Re: Chase Investments 1099 import

Glenn300Z — Sun, 20 Feb 2022 04:07:26 GMT

Using JP Morgan Securities worked for me. Jus needed to follow instructions on TurboTax screens.

Re: Chase Investments 1099 import

davecgc — Thu, 24 Feb 2022 16:03:05 GMT

Thank you - worked perfectly for me.

Just sent a note to my Chase Client relationship manager to let him know that the Chase site still states Chase Investments and asked thaat he pass along to Chase's technical support site to change the instructions and avoid future confusion

Thanks for posting on the turbotax site!!

Re: Chase Investments 1099 import

joberlin — Thu, 24 Feb 2022 17:55:41 GMT

I spoke with Chase today (feb 24) and their support person simply said people are having problems with importing from Chase investments No idea when it might get fixed, and not clear it its a Chase problem or a Turbo tax problem

Re: Chase Investments 1099 import

David2233 — Thu, 24 Feb 2022 18:22:41 GMT

As I wrote in an earlier post, I was able to download my Chase tax forms into TurboTax by selecting J.P. Morgan Securities from the institutions list. I don't recall if that was the exact name, but once you enter J.P. Mo... you'll see your choices. I think it was the bottom one that worked.

Re: Chase Investments 1099 import

JONID — Thu, 24 Feb 2022 18:37:43 GMT

Thanks for the info, but I find it interesting that different people seem to have different choices in Turbo Tax. I have Chase Bank and JP Morgan Funds - those are the only 2 choices I have with regard to Chase, and neither one of them works for me. I have Turbo Tax Premier and cannot download my info (maybe Turbo Tax Deluxe has JP Morgan Investments??) . But other years I had to use Chase Investments (not JP Morgan Investments), got a code, and all was good. Just don't understand why all would be ok one year, and the next no-good).

Just curious as to when this will be resolved - by April 15tth???

If this is not resolved soon, I think Turbo should refund all those that could not download the info.

Re: Chase Investments 1099 import

JONID — Thu, 24 Feb 2022 18:40:55 GMT

Little confused - if we are not supposed to look under Chase Investments - what should we be using? I only have 2 choices: Chase Bank and JP Morgan Funds.