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Level 1
posted Feb 15, 2020 11:57:00 AM

Chase 1099 import does not include trades

When importing 1099 data from Chase (You Invest), TurboTax is only pulling in dividend information; all stock trades and short/long term gains are missing. All of the expected trades are in the 1099 PDF I view on their site.

 

Is this an issue with TurboTax or Chase?

0 2 1524
1 Best answer
Not applicable
Feb 16, 2020 10:53:17 AM

i suggest to try again and look carefully.  some places have one document to import for dividends and another for security trades.   you may have to scroll down to see the full list.    still have a problem?  call Chase.   Sometines one 1099 is ready before the other.  I looked at Chase website and some of those documents will not be ready until 2/19

2 Replies
Not applicable
Feb 16, 2020 10:53:17 AM

i suggest to try again and look carefully.  some places have one document to import for dividends and another for security trades.   you may have to scroll down to see the full list.    still have a problem?  call Chase.   Sometines one 1099 is ready before the other.  I looked at Chase website and some of those documents will not be ready until 2/19

Level 1
Feb 18, 2020 5:27:08 PM

Thanks! This is resolved. Initially, importing from "Chase Bank" partially imported my investment account for some reason. I had to import from Chase Investments to retrieve all info and enter the interest number from my checking/savings manually.