Attempting to import from Chase

Forum|Forum|6 years ago
February 29, 2020
5 replies
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I have attempted to import my 1099's from Chase and it continues to fail. I get a request for a temporary access code which is sent via text and entered. It waits and then fails to import. Is there a work around? Otherwise I have a ton of data entry on my plate, which is what I'd like to avoid with TurboTax.

TurboTax Home & Biz Windows

macuser_22

Alumni - Champ

TurboTax does not ask for an access code so that must be something that Chase is doing. You should ask Chase about this issue. (Note though, import login to financial institutions is generally on a separate server not connected to your normal Chase account login so you might have a hard time getting to s Chase technician that know how tax imports work.)

**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**

CTPAuthor

Level 2

In researching Chase say to select Chase Investments. When I do I need to get a Chase ID code and TurboTax says to obtain the ID code by selecting the link below. The link below takes me to an outdated web page for Chase.

Manatee321

Level 2

Well, I figured out how to make it work. If I select the "Remember my User ID" on the login page of the site that says its and older version and please go to chase.com, it allows me to log in and obtain the TurboTax code. Amazing that at the highest level of Chase technical support the answer was that they have no supports or linking to TurboTax. Hopefully this may help someone else attempting to use the outdated page.

YOU ARE BRILLIANT! It worked like a charm. Too bad Turbo Tax doesn't seem to know the answer to their own problem. Being able to import the investment statement is a big reason why I use Turbo Tax in the first place!

Edit on July 5, 2020: this no longer works; I longer see an option for "Remember my User ID". The url listed by more recent posters DID work for the return I'm doing today.

KL23

Level 2

In case anyone is still trying to figure this out. The correct login page is: https://secure05c.chase.com/web/auth/?LOB=TurboTaxLogon

Schmiteye

Level 2

THANK YOU!!!! I spent all morning trying to figure this out! Every year there seems to be something like this. Sigh!

RXOPTION

Level 2

Hello - Please note my case ([social security number removed]) has not been resolved. I am trying ti import my tax documents from JP Morgan Securities and when i enter my credentials and press on request code, I am directed to JP Morgan (chase) web site instead of sending me the code that i need to enter on Turbotax for linking Turbotax with JP Morgan. I have done this in the past and never had problems. Can please someone follow up and help resolve this issue. I called Chase and they say it is not a problem at their end so may be someone from Tech need to see if there is a glitch in software or contact JP Morgan. Thx

Mahendra

MichelleLO

Level 15

Please reach out to TurboTax Customer Support as your issue would be best resolved with one-on-one support. Please visit the Contact Us page and select your product to get you to the right person.

@RXOPTION

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Dpwct

Level 2

My importing 1099’s from Chase and Wells Fargo are not working is there currently a known bug I’m using TurboTax for Mac

TimBrendan

Level 2

https://support.turbotax.intuit.com/redirect/add-chase-1099s

This is the link provided by Turbo Tax to download Chase. It does not link to anything. I had this same problem last year. I have been using Turbo Tax for at approx 10 years and this may be the last. I bought Premier to handle my investments. Turbo tax says this will not be fixed until after April 18th.