Select "Chase Investments" instead of "J.P.Morgan Securities" from TurboTax Import from my bank or brokerage page.
I've resolved the same issue for importing my Brokerage Account 1099 forms from J.P.Morgan Securities.
import from charles schwab does not work with my account login info from schwab what can I do?
You would use your same Login Info that you would use to sign into your account outside of TurboTax.
If you are having issues importing your financial data, you can enter your 1099's manually.
If you have a large number of transactions, click this link for info on How to Enter a Summary in Lieu of Individual Transactions.
Chase investments is not on the list where do I find it
Within the TurboTax software, use "Chase Investments" to search for the financial institution when do importing your 1099-DIV/1099-INT.
Hello thank you for the information I just tried it not successful
Try after March first or call Chase for exact day in March.
Why am I unable to import from Chase Bank/Investments?
https://ttlc.intuit.com/community/import-transactions/help/why-am-i-unable-to-import-from-chase-bank-investments/00/2497995.
only int and div. How about gain/loss and brockage transaction data? the data are missing! so partially working.
Can you clarify your issue @hh28? You are commenting on an old thread, so it is difficult to determine how to help here.
Some TurboTax CD/Download customers may be experiencing an error when importing from Chase Bank/Investments. Click here to sign up for notifications.
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