Stuck on Confirm Your Financial Institution Info after importing JP Morgan 1099B

[Whatsupdoc]

I did 2 things today.  Updated TurboTax software as requested upon opening and imported 1099B from JP Morgan.  Data from JP Morgan came down with no error messages but I am stuck on a page "Confirm Your Financial Institution info".  JP Morgan or Chase isn't on the drop down list. I enter "JP Morgan", "JP Morgan Securities", or "J.P. Morgan" , hit continue, page reloads with Financial Institution Info blanked out.  Software won't complete the 1099B import without this.

[Whatsupdoc]

FYI, I'm using TT Home & Business

[Whatsupdoc]

I think I might have the answer.  Per the "paper" copy, my JP Morgan Brokerage account did not receive a 1099-B.  But a phantom 1099B was received through the import (TT shows a 1099B with blank amount for JP Morgan in the 1099B section).  My theory is that whatever I input will never match because the data it is trying to match to is null, hence, putting me in an infinite loop. 

[Philmb]

I am using TT Deluxe to import my 1099b from JPMorgan Securities. The instructions are to obtain an Identity Code by clicking ‘Get Your Identity Code’ at the end of the instructions. There is no clickable area.  Anyone else have this breakdown?

[MichelleLO]

We are experiencing an issue with importing from Chase Bank/Investments when using TurboTax CD/Download software. We are working to resolve the issue.

Why am I unable to import from Chase Bank/Investments?

[ssruindia]

I am stuck with Fidelity Investments as well.  Please let me know what to do to go past it.

[Katina S]

Try deleting your browser's cookies. Please see this Turbo Tax FAQ regarding How to delete cookies! If that doesn't work, try using a different browser all together. 

If need be you can also enter a large number of transactions into Turbo Tax.

@ssruindia

[halesmail]

You gotta fix this!! My whole **bleep** filing which is zillions of pages is hung up

because of this.   Mine is Edward Jones.    It has nothing to do with browsers as

I am using the downloaded version..   

Data seems to download OK into the 1099B worksheets.  

After years of great results product is now unusable.

[Name removed]. [email address removed]

[MichelleLO]

Can you please provide additional details regarding the issue you are experiencing? Which forms from Edward Jones are you having trouble importing?

@halesmail

[chuycastro]

Having the same issues with Fidelity.  Using the downloaded version of Turbo Tax.  Will not import the Fidelity investment back info either.   Program prompts "confirm your financial instution info" in infinite loop regardless of if the info is inputed. 

[halesmail]

Downloading Edward Jones 1099B    

I get "confirm your  financial institution info "    The name of the institution is blank.   I

am invited to check "I need to change the name or account number"   If I check that, 

Edward Jones is not listed, so I check "Not Listed" , fill in Edward Jones in the second

box, the account # in the third box.    Continue takes me back to the "confirm your fin inst

info."   Stuck in that loop.

Going to FORMS form 1099B Edward Jones wks  there was a red ! mark.   I can't remember exactly

where there was a yellowed box -- something about ownership of the account.   I checked

that and the !  went away.  The data looks correct on the form, but in the dialogue section

the info from the Jones 1099B does not show up.  

I do have a paper copy of the 1099B

Since I can't move on, this is a fatal flaw.  In years, first ever Turbo tax problem.   Bill[PII removed]

[sandra651]

totally agree please fix

[sandra651]

I am not able to import JP Morgan securities right user ID, passwords and get your ID.  What is the problem 

[jsretaw]

I am stuck in the same loop!  I imported my docs from Raymond James and E-Trade and it seemed ok then I imported from AssetMark and this loop started.

Please Help we are STUCK!!

[wei cheng]

I have experienced the same issue, even I choose manually input the information, the loop still exists