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import tax information from JP Morgan securities

do I really need to change my chase password to Turbo tax????  I don't remember doing that last year.

To import data from JPMorgan Securities enter your user ID & password for TurboTax, which can be created by accessing the Customer Center on jpmorgansecurities.com. After downloading, validate that all information is accurate.

  • it asks to enter user ID & amp. What is "amp" and where do you find it?
  • &amp is a formatting HTML that should have not shown.   It is the HTML verbage for the "&" symbol.

Chase requires creation of a separate username/pwd for accessing your tax data from TurboTax. Login to Chase and look for Quicken/TurboTax link under "Customer Care" section.

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