Unable to Import Forms - JPMorgan Chase - TY2022

[Anonymous]

I'm unable to import forms from JPMorgan Chase - i.e., 1099-DIV, 1099-INT, 1099-B, 1099-MISC. 

I work through the system prompts including loging into my Intuit account and connecting my Chase accounts to Intuit/TurboTax using my Chase log-in credentials.  They systems indicates "Success" and takes me back to TurboxTax where I am met with an error reporting dialog box.  What's up with this? Seems to me that there were issues with this functionality with Chase last year.

Windows 10, 64 bit.  TurboTax PC.

Upodate on 2/20/2023.......................................................

A follow-up to my initial post…

First a bit more factual background.  I have a regular checking account, savings account, and mortgage account with Chase. The 1099-INT and the 1098 for these accounts were issued by JPMORGAN CHASE BANK, N.A. (Tax ID 13-4994650. 

I also have a brokerage account held by JP MORGAN BROKER-DEALER HOLDINGS INC (Tax ID 13-4110995) – a completely separate organization within Chase’s organizational structure.

I’m thinking the system is throwing up on the fact that there are two separate Chase organizations involved each with their own tax ID and forms.  Not sure if this is an issue that can be fixed on the TurboTax-side or the Chase-side.

All that said, I went into my Chase online account and broke the linked app to TurboTax.  I then tried again only this time I selected only the brokerage account for linking.  I left the checking account, the savings account, and the mortgage accounts unchecked.  It worked.

Linking the brokerage account was preferred because the associated 1099-B has lots and lots of data on sales and dividends that I would not want to manually enter.  The other forms – i.e., 1099-INT and 1098 – are relatively easy to manually enter into TurboTax.

[SGP1]

I have the same problem with TurboTax 2022 Premier download for MacOS. Punchout to browser reports success, then TurboTax pops up a dialog saying the import was unsuccessful. Tried with both FireFox and Safari as my default browser - makes no difference.

[JamesG1]

Does the error that you are seeing look like this?

An entry that was downloaded into TurboTax at Federal / Wages & Income / Your income / Investments and Savings / Stocks, Cryptocurrency, Mutual Funds, Bonds, Other may need to be edited or adjusted.  The correction may be done here.

@Anonymous 

[SGP1]

The 'error' message TurboTax pops up is this dialog:



When connecting to Chase via the browser punchout, everything appears to have worked fine. I get this screen in my browser:

[yeung38798]

I have the same issue when I tried to do it this morning in my MacOS Turbo Tax 2022 Premier version.

[Anonymous]

A follow-up to my initial post…

First a bit more factual background.  I have a regular checking account, savings account, and mortgage account with Chase. The 1099-INT and the 1098 for these accounts were issued by JPMORGAN CHASE BANK, N.A. (Tax ID 13-4994650). 

I also have a brokerage account held by JP MORGAN BROKER-DEALER HOLDINGS INC (Tax ID 13-4110995) – a completely separate organization within Chase’s organizational structure.

I’m thinking the system is throwing up on the fact that there are two separate Chase organizations involved each with their own tax ID and forms.  Not sure if this is an issue that can be fixed on the TurboTax-side or the Chase-side.

All that said, I went into my Chase online account and broke the linked app to TurboTax.  I then tried again only this time I selected only the brokerage account for linking.  I left the checking account, the savings account, and the mortgage accounts unchecked.  It worked.

Linking the brokerage account was preferred because the associated 1099-B has lots and lots of data on sales and dividends that I would not want to manually enter.  The other forms – i.e., 1099-INT and 1098 – are relatively easy to manually enter into TurboTax.

[Anonymous]

A follow-up to my initial post…

First a bit more factual background.  I have a regular checking account, savings account, and mortgage account with Chase. The 1099-INT and the 1098 for these accounts were issued by JPMORGAN CHASE BANK, N.A. (Tax ID 13-4994650. 

I also have a brokerage account held by JP MORGAN BROKER-DEALER HOLDINGS INC (Tax ID 13-4110995) – a completely separate organization within Chase’s organizational structure.

I’m thinking the system is throwing up on the fact that there are two separate Chase organizations involved each with their own tax ID and forms.  Not sure if this is an issue that can be fixed on the TurboTax-side or the Chase-side.

All that said, I went into my Chase online account and broke the linked app to TurboTax.  I then tried again only this time I selected only the brokerage account for linking.  I left the checking account, the savings account, and the mortgage accounts unchecked.  It worked.

Linking the brokerage account was preferred because the associated 1099-B has lots and lots of data on sales and dividends that I would not want to manually enter.  The other forms – i.e., 1099-INT and 1098 – are relatively easy to manually enter into TurboTax.

[CarissaM]

Please try to change your password on the JPMorgan website, as this can often help resolve these types of issues. 

Please let us know if this does not work. @Anonymous @SGP1 @yeung38798 

[pearcb]

I tried to follow your path of unlinking accounts in Chase online, but could not work out how to do that.  Can you advise on how to unlink an account from Turbotax using Chase.com?

Many thanks,

Rob 

[pearcb]

I tried changing the password on Chase.com, but received the same error as reported by the other users

[Anonymous]

Log into Chase account
Click on the three bars (upper left corner) to open the left navigation pane.
Click on "Security & privacy"
You should then see a box labeled "Link apps and websites (# active)"
Click on the ">" at the upper right corner
Click on the arrow for "Intuit Turbo Tax via Intuit"
At lower right corner click on "Stop sharing data"

[pearcb]

I disconnected everything except brokerage and it worked - Many thanks!  I was dreading manual entry of my brokerage transactions.

Rob

[SGP1]

Same for me. Thank you PainInTheTaxes.

BTW I tested with TurboTax Online, and it was able to import all my Chase data at once. So this is specific to the Desktop app.

[Pennadam]

Here is how I partially solved it. Imported 1 account at a time, and be sure to save in between otherwise it looses all imported data.  Checking and Saving account imported fine. It crashes when trying to import the mortgage account. 

[cwkane201]

I have the same problem, on the account.  It crashes the Turbo Tax app completely every single time, deleting all the work. Thanks.