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Level 1
posted Apr 11, 2021 10:04:06 AM

Hello, anyone has an idea how to import 1099-B from Chase investment ? Turbotax could only find my 1099-INT and 1099-DIV

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1 Best answer
Level 15
Apr 11, 2021 10:29:13 AM

Per Chase,

For Managed (JPMIP, TAP, OAP, and DFI) Accounts

  1. Within the TurboTax software, use “J.P. Morgan Private Banking” to search for the financial institution

2 Replies
Level 15
Apr 11, 2021 10:29:13 AM

Per Chase,

For Managed (JPMIP, TAP, OAP, and DFI) Accounts

  1. Within the TurboTax software, use “J.P. Morgan Private Banking” to search for the financial institution

Level 1
Apr 11, 2021 11:51:29 AM

Worked like a charm, thank you so much.