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New Member
posted Feb 17, 2025 9:59:44 AM

I am unable to import my 2024 Brokerage account forms for JP Morgan Chase. What do I do?

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1 Replies
Employee Tax Expert
Feb 23, 2025 8:20:37 PM

See these links for more details on importing your JP Morgan Chase information.  Make sure you have also enabled third-party authorization on the brokerage side.

 

When will I be able to import my 1099?

 

What if I can't import my 1099? 

 

Also, JP Morgan does have 2 different names listed as an approved partner so make sure you are selecting the correct brokerage name based upon your investments.