topic JP Morgan Securities - the "Get Your Identification Code" is not working in Get your taxes done using TurboTax

I cannot get TurboTax to download the information from JP Morgan Private Bank. I have all of the correct login information. Alot of people had this problem in 2020

jkrejto — Sat, 20 Feb 2021 08:05:15 GMT

It connects to the bank but then says there is no tax info for that account. Yet there is (I can log in to JP Morgan and see the tax document)

Re: I cannot get TurboTax to download the information from JP Morgan Private Bank. I have all of the correct login information. Alot of people had this problem in 2020

jsm52 — Mon, 22 Feb 2021 19:50:32 GMT

Having the same issue. The identification code link for JP Morgan Securities just directs me to a sign-in page for Chase Bank. No identification code.

Re: I cannot get TurboTax to download the information from JP Morgan Private Bank. I have all of ...

AkinaLO — Thu, 25 Feb 2021 18:01:38 GMT

Please contact TurboTax support for assistance with this issue.

What is the TurboTax phone number?

Re: I cannot get TurboTax to download the information from JP Morgan Private Bank. I have all of ...

jsm52 — Thu, 25 Feb 2021 18:11:08 GMT

Thanks. It is now resolved.

Re: I cannot get TurboTax to download the information from JP Morgan Private Bank. I have all of the correct login information. Alot of people had this problem in 2020

ChinY — Sat, 27 Feb 2021 18:16:02 GMT

I have the same problem. can someone help ?

Re: I cannot get TurboTax to download the information from JP Morgan Private Bank. I have all of ...

CarissaM — Sat, 27 Feb 2021 18:23:29 GMT

You may need to check your brokerage to see if they are allowing third-party access. Although the following Help Article is for Schwab, it is possible that your brokerage has restricted TurboTax's access to your statements unless you grant consent, and you might need to do something similar to what is described here How can I fix my 1099 import issue?

If you need additional assistance, please click here to contact customer support.

Re: I cannot get TurboTax to download the information from JP Morgan Private Bank. I have all of ...

gscheiman — Mon, 01 Mar 2021 20:56:20 GMT

The link to get the security code does not go to an Intuit/Turbotax form. Instead it dumps you in the Chase login screen, which has no ability to provide the security code. JP Morgan is supposed to support downloads, according to both them and Turbotax. The issue here appears to be the link coded into the Turbotax software.

Turbotax Support claims they cannot assist with this issue, as they have no ability to provide the correct link. They're really nice, they just can't do anything.

Re: I cannot get TurboTax to download the information from JP Morgan Private Bank. I have all of ...

sampam63 — Wed, 03 Mar 2021 20:59:40 GMT

I have the same issue. May I know how you were able to resolve. Appreciate it.

Thanks

Sam

Re: I cannot get TurboTax to download the information from JP Morgan Private Bank. I have all of ...

JeanneLO — Wed, 03 Mar 2021 21:12:40 GMT

Please follow the instructions in this TurboTax FAQ to contact customer support for assistance: What is the TurboTax phone number?

@sampam63

Re: I cannot get TurboTax to download the information from JP Morgan Private Bank. I have all of ...

sampam63 — Sat, 06 Mar 2021 14:58:29 GMT

I resolved this issue. We have to choose "Chase Investments" instead of "J.P Morgan securities " option in the import from bank drop down in Turbotax. Once connected it will text/email you the code

Re: I cannot get TurboTax to download the information from JP Morgan Private Bank. I have all of ...

sampam63 — Sat, 06 Mar 2021 15:00:06 GMT

Please read my resolution. Choose "Chase Investments" option.

JP Morgan Securities - the "Get Your Identification Code" is not working

adamsorders — Sun, 20 Feb 2022 04:59:35 GMT

JP Morgan Securities was added today. To proceed, you need to click "Get Your Activation Code" on the bottom yet that is not something you can click but only words. Design flaw?