drcox
Level 2
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yeah successfully imported today. Time to buy a lottery ticket
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Hi@skybrianI think I've reverse engineered what's happening here. Does your 1099-INT also include "bond premium paid on tax-exempt bonds" (box 13 in 2021 forms)...
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The "J.P Morgan Securities" path, along with the workaround for the missing "get your code" link, appears to have worked for me. Still very strange that the "Ch...
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@TaxandGo2022note there's another thread where a user notes the lack of a hyperlink to get the code, specifically on the Mac OS version of TT:https://ttlc.intui...
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I'm a Chase Private Client with a J.P. Morgan advisor, running TT Premier 2021 on my Mac. Slightly different version of the problems others are experiencing. I ...
Activity Feed for drcox
- Got Cheered for Re: tax-exempt interest seems to be copied incorrectly from federal to California return. April 6, 2024 11:56 PM
- Posted Re: Importing 1099 from Chase Investment accounts in not working on Investors & landlords. February 18, 2023 2:12 PM
- Posted Re: tax-exempt interest seems to be copied incorrectly from federal to California return on State tax filing. March 5, 2022 9:13 PM
- Posted Re: Chase Investments 1099 import on Get your taxes done using TurboTax. February 28, 2022 6:39 PM
- Posted Re: Importing 1099 from Chase Investment accounts in not working on Investors & landlords. February 28, 2022 6:22 PM
- Posted Re: Chase Investments 1099 import on Get your taxes done using TurboTax. February 28, 2022 6:13 PM