When I select J.P. Morgan Securities to download transaction I am presented with long in screen. Where it says to click "Get Your Authentication Code" . See Bottom of screenshot. But that area is not clickable.
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Try deleting your browser's cookies. Please see this Turbo Tax FAQ regarding How to delete cookies! If that doesn't work, try using a different browser all together.
@Katina S , I am NOT using any browser. I am inside Turbotax Software (for Mac). My browser is not even open. How can I even use different browser inside Turbotax software?
We are experiencing an issue with importing from Chase Bank/Investments. We are working to resolve this issue.
I'm using Turbo Tax Deluxe for Mac 2021. For J.P. Morgan Securities the "Get your identification code" is not hyperlinked
We do not have an estimated time frame of when the issue will be resolved. Please check back in a few days for any updates.
@jayjo322 I was able to solve it for myself by using Chase import. I did it under Banking, and when doing chase import my J.P. Morgan Securities account was also an option on top of my savings and checking accounts. I was able to select it there, and pull my stock and dividend 1099.
Thank you for providing this valuable information.
Genius! You are smarter than the TurboTax Support. Thanks for the help as I had the same issue.
I think they are referring to "Banking" within the Chase site.
This is a known issue we are currently working to resolve. You can sign up for updates within the Help Article here.
A workaround you can try is within the Importing section in TurboTax, is to try the other Chase Bank institutions to upload your 1099. For example, try Chase Bank versus J.P.Morgan Securities.
[edited 2/6/22 6:14 PM CST]
Is this problem resolved with Turbo software? I am still having the same problem after 2 weeks.
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I'm using Turbo Tax Deluxe for Mac 2021. For J.P. Morgan Securities the "Get your identification code" is not hyperlinked
Just tried this, worked!
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A workaround you can try is within the Importing section in TurboTax, is to try the other Chase Bank institutions to upload your 1099. For example, try Chase Bank versus J.P.Morgan Securities.
This appears to be resolved. Please see the instructions here on how to force an update within Mac.
This problem still exists for my TurboTax download 2021 for Mac. I tried the update and forced updates and it did not resolve the problems. I cannot get an authentication link for JP Morgan and Chase does not work. The import feature is horrible.
This did not work. I am am using Turbo Tax Premier. Need to import data from JP Morgan securities. I am using MAC.
When you search for chase, only two entries show up. "Chase Bank" and "Chevy Chase Trust". If you choose Chase Bank you get a pop up window saying not available until Oct 1 2022 and to do manual entries.
Could TurboTax help give clear instructions on how to import JP Morgan securities data.
If you have tried all options available, please reach out to us directly using the Help Article here. This ensures you will get to the correct department as quickly as possible.
This work around worked for me:
Login to Turbotax online
Click Wages and Income : as if you are completing your tax return through the online web portal
Click on Dividend and answer yes i have dividend
It should bring you to the screen
From here search J.P : click on J.P Morgan Securities
Don't fill the info of your USER ID and Password here unless you plan to use the online. Instead click on the now available Hyperlink Get Your Identification Code.
Use this hyperlink to get the code and fill it on your Turbo Tax program.
Hope this works for you
MichelleLO are you there? It has been 3 weeks since you wrote, "We are working to resolve this issue." regarding the fact that Mac desktop Turbotax software will NOT show a link to get the identification number needed to import JP Morgan 1099-B data. This is the biggest reason I continue to use the software! Please update us. Thanks.
The technical issue has been resolved. Here are the steps to import your J.P. Morgan 1099-B.
Hi. Can you please confirm which account you logged into? The only way access my JP Morgan account is via chase.com (which TurboTax indicates won't be resolved until October!). I don't see an option to select Income & Expenses? Any additional guidance would be appreciated, as I still cannot resolve this issue. Thanks!