Encountering failure when attempting to import financial data (File > Import > Import from Financial Institution) from JP Morgan Chase & Co; same issue when I work on individual forms (e.g., 1099-B). I can see and select my accounts, click on 'Connect my Account(s), I see the message ' Connecting to JP Morgan Chase & Co..., then 'Connection Complete!, then 'Looks like we've run into an error.' TT has forced closure. Cleared cookies and cache, tried different browsers, restarted Windows 11. This seems to be an API defect, specific to the data source formatting or data mapping for JP Morgan Chase & Co.
Yes, software is complex... If an import feature is present, it should work, particularly if the financial institution is one of the big ones. Per the product description, "Avoid mistakes by importing W-2s, investment & mortgage information from participating companies (may require free Intuit account)." JP Morgan Chase & Co. appears to be a participating company. Are there any options other than manual date entry?
C’mon Intuit… This should not be an issue this late in the tax year. Do I really need to type it in myself?
Please see if the workaround offered in this thread helps and let us know.