Attempting to import from Chase
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Level 1

Attempting to import from Chase

I have attempted to import my 1099's from Chase and it continues to fail.  I get a request for a temporary access code which is sent via text and entered.  It waits and then fails to import.  Is there a work around?  Otherwise I have a ton of data entry on my plate, which is what I'd like to avoid with TurboTax.

24 Replies
Level 15

Attempting to import from Chase

TurboTax does not ask for an access code so that must be something that Chase is doing.  You should ask Chase about this issue.  (Note though, import login to financial institutions is generally on a separate server not connected to your normal Chase account login so you might have a hard time getting to s Chase technician that know how tax imports work.)

**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**
Level 1

Attempting to import from Chase

In researching Chase say to select Chase Investments.  When I do I need to get a Chase ID code and TurboTax says to obtain the ID code by selecting the link below.  The link below takes me to an outdated web page for Chase.

Level 15

Attempting to import from Chase

The link is provided by Chase Investments.   If it does not work then contact Chase.

 

https://www.chase.com/personal/tax-statements/investments/turbo-tax

**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**
Level 1

Attempting to import from Chase

Well Chase was no help at all.  Technical support didn't even recognize the instruction on their own site.  They claim to have no supports in linking with TurboTax.  Very frustrating for certain!

Level 1

Attempting to import from Chase

This is the link that does not work that is provided in TurboTax

 

https://chaseonline.chase.com/Logon.aspx?LOB=TurboTaxLogon

 

An older unsupported page from Chase

Level 1

Attempting to import from Chase

Well, I figured out how to make it work.  If I select the "Remember my User ID" on the login page of the site that says its and older version and please go to chase.com, it allows me to log in and obtain the TurboTax code.  Amazing that at the highest level of Chase technical support the answer was that they have no supports or linking to TurboTax.  Hopefully this may help someone else attempting to use the outdated page.

Level 2

Attempting to import from Chase

YOU ARE BRILLIANT!  It worked like a charm.   Too bad Turbo Tax doesn't seem to know the answer to their own problem.  Being able to import the investment statement is a big reason why I use Turbo Tax in the first place! 

Edit on July 5, 2020:  this no longer works; I longer see an option for "Remember my User ID".  The url listed by more recent posters DID work for the return I'm doing today.

Level 1

Attempting to import from Chase

In case anyone is still trying to figure this out. The correct login page is: https://secure05c.chase.com/web/auth/?LOB=TurboTaxLogon

New Member

Attempting to import from Chase

THANK YOU!!!!  I spent all morning trying to figure this out! Every year there seems to be something like this.  Sigh!

Level 1

Attempting to import from Chase

You are a life saver! Thank you!

New Member

Attempting to import from Chase

love you!!

New Member

Attempting to import from Chase

Thanks so much!  It's dumb that Turbotax customer support also doesn't know this.  I spent more than an hour with customer support (who was very friendly) trying various things.  But ultimately we gave up.  Can't imagine why big companies like Intuit and Chase can't solve this between themselves!!!

New Member

Attempting to import from Chase

Thank you!  That link worked to get the ID Code for Chase Investments.

New Member

Attempting to import from Chase

Yep, that was the trick.

 

TurboTax, if you're listening, this is not a Chase problem, it's a TurboTax problem, and during one of those updates you do every time I start the program, just change the wrong link:

 

https://chaseonline.chase.com/Logon.aspx?LOB=TurboTaxLogon

 

to the correct link:

 

https://secure05c.chase.com/web/auth/?LOB=TurboTaxLogon

 

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