I tried to import 1099's from JPMorgan Chase this morning (02/19/24); TurboTax shut down each time I tried - even though Chase reported success. Any suggestions?

[JohnW152]

First, try clearing your browser's cache and deleting your cookies, then see if you can continue where you left off.  See the TurboTax Help articles How to clear your cache and How do I delete cookies? for guidance.

If this isn't helpful, see the following TurboTax Help articles for potential fixes:

• What if I can't import my 1099?
• How can I fix my 1099 import issue?
• How do I import my 1099s?
• How do I enter a large number of stock transactions in TurboTax?

[jd83]

Thank you for the suggestions. I cleared the cache and cookies and received the same result, i.e., JPMorgan Chase indicated "success" while Turbotax blew up and sent an error message. I also went to the Chase site and it correctly states that the accounts, which I selected to send info to TurboTax, are noted appropriately.

Since JPMorgan Chase only allowed 1099's to be imported on 02/18/2024, I suspect that there is an issue between the interface of the two. Hopefully, they will work it out over the next day or two.

Thanks again.

[ktbaker]

I have the exact same problem. I tried the steps listed and still receive the same error. Praying for a solution. If I have to enter all my data manually, I will buy H&R Block software just to see if it works. FYI I've used TurboTax and your predecessor for probably 20 years or more if you can't fix this issue soon, I'm done!

[jd83]

I may have figured it out through a process of elimination. In previous attempts, I tried to download 1099's for multiple accounts  - brokerage, checking, home equity LOC. Tonight, I tried all three again with no success. Next, I removed the checking account - still no luck. I then removed the HELOC - still unsuccessful. When I only downloaded the brokerage account, SUCCESS!

The other statements are easy enough to add manually; the brokerage account is the one that I really wanted and is most time-consuming if one has to enter everything manually.

Hope that others have similar success!

[Sparky43]

I called Chase.  Was told JPMorgan Securities no longer works with TurboTax.  They have dropped their aggrements