topic Stuck on Confirm Your Financial Institution Info after importing JP Morgan 1099B in Get your taxes done using TurboTax

Stuck on Confirm Your Financial Institution Info after importing JP Morgan 1099B

Whatsupdoc — Mon, 09 Mar 2026 05:36:21 GMT

I did 2 things today. Updated TurboTax software as requested upon opening and imported 1099B from JP Morgan. Data from JP Morgan came down with no error messages but I am stuck on a page "Confirm Your Financial Institution info". JP Morgan or Chase isn't on the drop down list. I enter "JP Morgan", "JP Morgan Securities", or "J.P. Morgan" , hit continue, page reloads with Financial Institution Info blanked out. Software won't complete the 1099B import without this.

Re: Stuck on Confirm Your Financial Institution Info after importing JP Morgan 1099B

Whatsupdoc — Sat, 19 Feb 2022 21:01:38 GMT

FYI, I'm using TT Home & Business

Re: Stuck on Confirm Your Financial Institution Info after importing JP Morgan 1099B

Whatsupdoc — Sun, 20 Feb 2022 13:37:39 GMT

I think I might have the answer. Per the "paper" copy, my JP Morgan Brokerage account did not receive a 1099-B. But a phantom 1099B was received through the import (TT shows a 1099B with blank amount for JP Morgan in the 1099B section). My theory is that whatever I input will never match because the data it is trying to match to is null, hence, putting me in an infinite loop.

Re: Stuck on Confirm Your Financial Institution Info after importing JP Morgan 1099B

Philmb — Tue, 22 Feb 2022 22:30:36 GMT

I am using TT Deluxe to import my 1099b from JPMorgan Securities. The instructions are to obtain an Identity Code by clicking ‘Get Your Identity Code’ at the end of the instructions. There is no clickable area. Anyone else have this breakdown?

Re: Stuck on Confirm Your Financial Institution Info after importing JP Morgan 1099B

MichelleLO — Wed, 23 Feb 2022 15:22:35 GMT

We are experiencing an issue with importing from Chase Bank/Investments when using TurboTax CD/Download software. We are working to resolve the issue.

Why am I unable to import from Chase Bank/Investments?

Re: Stuck on Confirm Your Financial Institution Info after importing JP Morgan 1099B

ssruindia — Sun, 27 Feb 2022 19:05:20 GMT

I am stuck with Fidelity Investments as well. Please let me know what to do to go past it.

Re: Stuck on Confirm Your Financial Institution Info after importing JP Morgan 1099B

Katina S — Wed, 02 Mar 2022 01:31:26 GMT

Try deleting your browser's cookies. Please see this Turbo Tax FAQ regarding How to delete cookies! If that doesn't work, try using a different browser all together.

If need be you can also enter a large number of transactions into Turbo Tax.

@ssruindia

Re: Stuck on Confirm Your Financial Institution Info after importing JP Morgan 1099B

halesmail — Sun, 20 Mar 2022 15:55:07 GMT

You gotta fix this!! My whole **bleep** filing which is zillions of pages is hung up

because of this. Mine is Edward Jones. It has nothing to do with browsers as

I am using the downloaded version..

Data seems to download OK into the 1099B worksheets.

After years of great results product is now unusable.

[Name removed]. [email address removed]

Re: Stuck on Confirm Your Financial Institution Info after importing JP Morgan 1099B

MichelleLO — Sun, 20 Mar 2022 15:59:39 GMT

Can you please provide additional details regarding the issue you are experiencing? Which forms from Edward Jones are you having trouble importing?

@halesmail

Re: Stuck on Confirm Your Financial Institution Info after importing JP Morgan 1099B

chuycastro — Sun, 20 Mar 2022 16:33:24 GMT

Having the same issues with Fidelity. Using the downloaded version of Turbo Tax. Will not import the Fidelity investment back info either. Program prompts "confirm your financial instution info" in infinite loop regardless of if the info is inputed.

Re: Stuck on Confirm Your Financial Institution Info after importing JP Morgan 1099B

halesmail — Sun, 20 Mar 2022 16:58:12 GMT

Downloading Edward Jones 1099B

I get "confirm your financial institution info " The name of the institution is blank. I

am invited to check "I need to change the name or account number" If I check that,

Edward Jones is not listed, so I check "Not Listed" , fill in Edward Jones in the second

box, the account # in the third box. Continue takes me back to the "confirm your fin inst

info." Stuck in that loop.

Going to FORMS form 1099B Edward Jones wks there was a red ! mark. I can't remember exactly

where there was a yellowed box -- something about ownership of the account. I checked

that and the ! went away. The data looks correct on the form, but in the dialogue section

the info from the Jones 1099B does not show up.

I do have a paper copy of the 1099B

Since I can't move on, this is a fatal flaw. In years, first ever Turbo tax problem. Bill[PII removed]

Re: Stuck on Confirm Your Financial Institution Info after importing JP Morgan 1099B

sandra651 — Sun, 20 Mar 2022 21:37:57 GMT

totally agree please fix

Re: Stuck on Confirm Your Financial Institution Info after importing JP Morgan 1099B

sandra651 — Sun, 20 Mar 2022 21:38:52 GMT

I am not able to import JP Morgan securities right user ID, passwords and get your ID. What is the problem

Re: Stuck on Confirm Your Financial Institution Info after importing JP Morgan 1099B

jsretaw — Mon, 21 Mar 2022 14:19:34 GMT

I am stuck in the same loop! I imported my docs from Raymond James and E-Trade and it seemed ok then I imported from AssetMark and this loop started.

Please Help we are STUCK!!

Re: Stuck on Confirm Your Financial Institution Info after importing JP Morgan 1099B

wei cheng — Mon, 21 Mar 2022 18:05:29 GMT

I have experienced the same issue, even I choose manually input the information, the loop still exists

Re: Stuck on Confirm Your Financial Institution Info after importing JP Morgan 1099B

halesmail — Mon, 21 Mar 2022 19:45:36 GMT

Relative to my Jones import, I was stuck in the loop. Couldn't exit that part.

Looked at FORMS and it appeared to have imported OK.

Saved files. Did a force quit. Restart and I could work on other things.

I ran a federal check and it was OK. I was afraid the Jones import problem would

cause an unrecoverable error but it didn't..

I solved the Charles Schwab download by doing it late at night.

BH Less unstable now...

Re: Stuck on Confirm Your Financial Institution Info after importing JP Morgan 1099B

CarissaM — Mon, 21 Mar 2022 22:39:40 GMT

We are experiencing an issue that our experts are working to resolve. The issue will not be resolved until after the tax deadline.

Please follow the instructions here to use the workaround for the issue.

Re: Stuck on Confirm Your Financial Institution Info after importing JP Morgan 1099B

KPCON — Wed, 30 Mar 2022 20:54:13 GMT

Any answers? I don't see the box to click for identity code either. I don't want to enter manually and then have to mail in forms.

Re: Stuck on Confirm Your Financial Institution Info after importing JP Morgan 1099B

CarissaM — Fri, 01 Apr 2022 20:05:47 GMT

@KPCON Did you follow the instructions above? As this issue will not be resolved until after tax deadline approaches so we have assisted in creating a alternate solution.

Re: Stuck on Confirm Your Financial Institution Info after importing JP Morgan 1099B

wei cheng — Fri, 01 Apr 2022 20:33:00 GMT

I have figured out how to solve this problem manually, just put the broker's name there, and saved, then re-open and update the name, this is the only way to solve this problem.

I have to complain this time, called Turboxtax two times and the final solution was to use the online version and I have to redo everything again, then I was stuck on a connection dropped issue which has not been solved as well...

I got some luck this time to figure it out this time myself, I hope Turbotax should give us an explanation and solution.