J.P. Morgan Securities - Not able to request Identification Code - TurboTax 2021 for Mac

[maximus2]

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. 

[CarissaM]

Are you using the Turbo Tax Online or Turbo Tax Desktop?

[maximus2]

Desktop for Mac

[Katina S]

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. 

@maximus2

[maximus2]

@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? 

[MichelleLO]

We are experiencing an issue with importing from Chase Bank/Investments. We are working to resolve this issue.

Why am I unable to import from Chase Bank/Investments?

[jayjo322]

I'm using Turbo Tax Deluxe for Mac 2021. For J.P. Morgan Securities the "Get your identification code" is not hyperlinked & therefore cannot download 1099s. When will this be fixed?

[MichelleLO]

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

[maximus2]

@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. 

[MichelleLO]

Thank you for providing this valuable information. 

@maximus2

[JEllis1905]

Genius! You are smarter than the TurboTax Support. Thanks for the help as I had the same issue.

[millman131]

How did you do this? I can not find banking in Turbotax.

[HeatherPLO]

@millman131

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]

[limx]

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 & therefore cannot download 1099s. When will this be fixed?

[limx]

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.