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Question

Figured out why JP Morgan Chase Import was not working

Forum|Forum|3 years ago
April 17, 2023
1 reply
0 views

If you get an error trying to get your 1099 Interests and Dividend upload from Chase, if it crashes Turbo Tax 2022 or you get an "upload unsuccessful" error. The solution is to go to the Chase website and deselct your mortgage account and only allow TurboTax to access your brokerage account and checking account info. Then you can upload your data.

spent hours with TurboTax support and they could not resolve this issue. I had to resolve it on my own. Poor knowledge base by TurboTax.

Thank you for letting us know how you were able to get this to work. This could help another user in the community.

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