Why sign in to the Community?

  • Submit a question
  • Check your notifications
Sign in to the Community or Sign in to TurboTax and start working on your taxes
Returning Member
posted Mar 7, 2021 11:23:55 AM

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

0 2 538
2 Replies
Intuit Alumni
Mar 10, 2021 7:15:04 PM

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: 

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.

Returning Member
Mar 11, 2021 4:19:36 PM

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.