Chase Investment Services

[BastaPa]

I worked on my IRS Return first; for this, I was able to "import" the tax statement from my investment account at Chase. 

I am now working on building a "married IRS statement" in preparation for the California Return for my partner and myself.  I am trying to again "import" the Chase tax statement into this "new IRS return" and I get an error that I cannot do so; it says "Maintenance Notification from Chase Bank - the 1099 import service is unavailable from Chase Bank in this TurboTax product."  But I am using the same TT-Premier as I used for my own IRS Return.  The message also tells me to try again after October 1, 2022!!!  That's way beyond the IRS Filing timeline! 

Is this temporary as it's being worked on, or do I need to enter everything manually???  If manually, that's a lot of work as the info to enter is very detailed! 

Please let me know.  Thank you. Patrick. 

[hbl3973]

BastaPa,

I do not know the answer.  The reason I am responding is that you appear to be attempting to file yourself twice:  once as a single taxpayer and a second time as a married taxpayer.   Just want to confirm that this is a registered domestic partners (RDP) situation.

[BastaPa]

Yes, you are correct. I am preparing both our returns as Registered Domestic Partners. So:

1 - I have to build an IRS Return for each of us, so that we can file separately. 

2 - I have to build a "fake married" IRS Return for both of us together, which I will NOT file, but which will allow me to generate a California State Return for us to file together. 

So, while building the "married" return about 3 weeks after I built my own IRS Return, I just realized that the Import feature of TurboTax is no longer working for a Chase Investment account... 

And my two questions are:

1 - Is this a temporary "break" and it's going to be working again soon? 

2 - Can I trust the original import that I did with TurboTax from my Chase account?  Has the import function been disabled for Chase because it results in errors in importing data?  I am sure you can understand my concern here, but verifying everything is quite arduous considering the number of screens that I'd have to go through for each "trade" that Chase did on my managed account.  I am talking hours of detailed verification work.  And then, if I have to enter all the info from my Chase account manually into our "fake married" IRS Return, that's again several hours of work (in fact even more than the verification...) 

Thank you. Patrick.

[Mike9241]

this can't be done online because only one federal return per a/c.  you need the desktop software. then you can create separate federal returns for filing and a fake federal return to do California.   Warning because the federal return your filing are separate and the CA is joint you may have to mail in Ca.

using online you can't efile the state unless the federal is e-filed

[BastaPa]

Thank you for your guidance.  Luckily, I am already using the "computer based" software of TT, not the online one.  Not easy to figure out how to work the TT software.