There are two parts to this problem. One has to do with not finding JP Morgan in the list of financial institutions. Just search for “chase” and it will find i...
As it turns out, spelling (and punctuation) is key to finding Chase, JP Morgan, etc. in the list. If you can't find it with the periods, omit the periods (or v...
Also same error trying to import 1099 from JP Morgan Chase & Co, which appears to be the correct name. Chase has several different names/companies.Turbotax issu...
I've indicated I want to deduct expenses rather than identify assets (under $2,000). Turbotax is looping in asset definition even though I've declared no assets...
Recognizing that I need to file RITA form 37 myself, TurboTax appears to fill out form 37 on my behalf. HOWEVER, it is posting an incorrect value for "taxable i...