Turbotax 2021 - Chase Import Not Working

[lzw123]

The bank name is JP Morgan Securities

[Rambo2]

try this for J P Morgan Securities.  There is no "Chase Investments".

a month ago

Thank you to user TexanIndian for this tip earlier in the comments:

If you are not seeing a "Get Your Identification Code" link or if the link does not work, try opening a browser window and go to: https://secure.chase.com/web/auth/?LOB=TurboTaxLogon

I was able to import my 1099-Bs from J.P. Morgan Securities and file my return.

This link worked for me and allowed me to get the code required to download from JP Morgan Securities

[Rambo2]

Try this.  It worked for me using J P Morgan Securities.

a month ago

Thank you to user TexanIndian for this tip earlier in the comments:

If you are not seeing a "Get Your Identification Code" link or if the link does not work, try opening a browser window and go to: https://secure.chase.com/web/auth/?LOB=TurboTaxLogon

I was able to import my 1099-Bs from J.P. Morgan Securities and file my return.

This link worked for me and allowed me to get the code required to download from JP Morgan Securities

[Rambo2]

This worked for me for J P Morgan Securities.  There is no "Chase Investments".

a month ago

Thank you to user TexanIndian for this tip earlier in the comments:

If you are not seeing a "Get Your Identification Code" link or if the link does not work, try opening a browser window and go to: https://secure.chase.com/web/auth/?LOB=TurboTaxLogon

I was able to import my 1099-Bs from J.P. Morgan Securities and file my return.

This link worked for me and allowed me to get the code required to download from JP Morgan Securities

[CarissaM]

Thank you for providing this information to the community. @Rambo2

[tallone27]

Thank you for the link to Chase to get an identification code. I am very grateful. So disappointed that this info was not supplied by Turbo Tax.

[Robert Tian]

I am facing the similar issue. Does it work for you to import the tax forms from Chase?

[HeatherPLO]

Please try utilizing the above suggestions of using JP Morgan Securities when importing your 1099s.  For more information on how to complete this, please see the Help Article here.  

@Robert Tian