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

[HeatherPLO]

@limx

This appears to be resolved.  Please see the instructions here on how to force an update within Mac.  

[NW23]

This problem still exists for my TurboTax download 2021 for Mac. I tried the update and forced updates and it did not resolve the problems. I cannot get an authentication link for JP Morgan and Chase does not work. The import feature is horrible.

[HeatherPLO]

@NW23

Please try the work around suggested @maximus2 if this still isn't working for you.  If that fails to allow an import, please reach out to us directly using the Help Article here.  This ensures you will get to the correct department as quickly as possible.   

[Legolas]

This did not work. I am am using Turbo Tax Premier.  Need to import data from JP Morgan securities. I am using MAC.

[Legolas]

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.

[HeatherPLO]

@Legolas

If you have tried all options available, please reach out to us directly using the Help Article here.  This ensures you will get to the correct department as quickly as possible.   

[sr3333]

This work around worked for me:

Login to Turbotax online

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

[ottoworks]

 MichelleLO  are you there? It has been 3 weeks since you wrote, "We are working to resolve this issue." regarding the fact that Mac desktop Turbotax software will NOT show a link to get the identification number needed to import JP Morgan 1099-B data. This is the biggest reason I continue to use the software! Please update us. Thanks.

[GeorgeM777]

The technical issue has been resolved.  Here are the steps to import your J.P. Morgan 1099-B.

1. Log into your account
2. Select Income & Expenses
3. Scroll down the page to Investment Income
4. Select Stocks, Cryptocurrency, Mutual Funds...etc
5. Respond to the questions that appear but you will need your J.P. Morgan Online User ID to access the Identification Code. 

@ottoworks

[JLSTx1]

Hi.  Can you please confirm which account you logged into?  The only way access my JP Morgan account is via chase.com (which TurboTax indicates won't be resolved until October!).  I don't see an option to select Income & Expenses?  Any additional guidance would be appreciated, as I still cannot resolve this issue.  Thanks!

[AZURE47]

I'm using Premier MAC version, still unable to click "Get Your Identification Code"

[MichelleLO]

Please see the below TurboTax help article for a workaround regarding the issue with importing 1099's from Chase in the CD/Download software.

How do I add my Chase Bank 1099 forms in TurboTax CD/Download?

[JLSTx1]

So just to clarify, this issue is not going to be resolved for the Turbo Tax Premier version that I purchased specifically to do my 2021 taxes?  I also find it interesting that when I google the error, I see messages dating back to 2020 - why does this issue seem to happen every year, or has it never been resolved? 

A workaround of entering manually is not the answer I was expecting.  And I choose not to use online Turbo Tax to protect my data.

[DaraLO]

@JLSTx1  That is correct.  The issue will not be fixed until after April 18th.  There are two ways to work around this issue; they are listed in the following Help Article:   How do I add my Chase Bank 1099 forms in TurboTax CD/Download?  We apologize for any inconvenience this has caused. 

[whhuang2000]

i don't think it will be fixed. it has been problem since last year. they never fix it. i don't know if it happens on PC. i have to manually add data.