Chase Consolidated 1099 import

Forum|Forum|7 months ago
February 24, 2026
5 replies
139 views

What is going on with the import of Chase Consolidated 1099s? First, they were going to be available on 2/17. On 2/17, it changed to 2/20. On 2/20, it changed to 2/24. Now on 2/24, it has changed to 2/26. They have been available on the Chase site since 2/17. What seems to be the problem?

baldietax

Level 12

Have you asked Chase... these dates and issues are usually on the bank/brokerage side. Availability of 1099 PDFs usually comes before the bank makes the data available for import, they are separate processes/formats.

munchkin0628Author

Level 2

Chase is not responding 😞

CatinaT1

Alumni - Intuit

One of the following factors may be at play:

Brokerage Delays: While most forms arrive by January 31, many brokerages delay Consolidated 1099s (like the 1099-B) until mid-February due to complex reporting requirements.
Availability: Your brokerage must specifically "release" the import file to TurboTax. If it isn’t ready, we recommend checking back.
Connection Blocks: Active VPNs or aggressive Anti-Virus software can occasionally block the import feature between your bank and TurboTax. Try disabling them temporarily or switching to a different browser.

If you received a "Success" message but your data hasn't appeared in TurboTax, it is likely due to recent browser security updates regarding Local Network Access.

To fix this you need to allow TurboTax to securely retrieve your data through your browser settings:

Locate the View Site Information icon (the "tune" or "lock" icon) on the far left of your address bar, just before the URL.
Find Local Network Access in the dropdown menu.
Toggle the switch to ON.
Refresh the page and attempt your import again.

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Rdtruss

Level 2

I have noticed the same issue. Not sure what's going on. The documents are available online at Chase's website.

user17721097856

Level 2

Yes, the PDFs were available on the Chase website for a while now, but the CSV or Excel versions were not. But, good news, those are available today (Feb 26) on the Chase website, and I just was able to import the forms via TurboTax. So it took a while, but finally available.