1099 from Chase Investments will not import and "Invalid Token" error shows up when I try the received verification code and login info

[Cass0317]

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 below: 

• How can I fix my 1099 import issue?

• What if I can't import my 1099?

Note: Another option I found from a similar issue is switching the browser from Chrome to Microsoft Edge. From Edge, log into your Chase account which requires a text code verification number due to changing browsers. While still logged into Chase, try importing with TurboTax.

[wzhong99]

I think there was a bug in Turbotax before. After updating software today, I switched to another browser as default one and requested a second verification code for Turbotax (first one for the browser) after logging into my account at Chase.com. Now Turbotax has imported the 1099 forms I need.