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

Forum|Forum|4 years ago
February 21, 2022
3 replies
0 views

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

Level 15

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

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maximus2Author

Level 2

Desktop for Mac

jayjo322

Level 2

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?

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

Level 2

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

Level 2

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.

Legolas

Level 2

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.

sr3333

Level 3

This work around worked for me:

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

Let's import your tax info

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