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tax00203494

Question

Importing 1099 from Chase Investment accounts in not working

Forum|Forum|4 years ago
February 16, 2022
7 replies
0 views

Hi all,

I am using TurboTax Premier 2021 and trying to import 1099 form from Chase Investment accounts. The Import window with "Get my form" button opens, but the log-in into Chase is not working. I see this error --

DawnC

Employee

That may be an issue with Chase's website. Try logging out and signing back in or saving and closing your return, then reopening it if you are using desktop.

How do I import my 1099?

What if I can't import my 1099?

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TaxandGo2022

Unfortunately your answer is not helpful. TurboTax suggest to get the identification code, via bottom, which not a hyperlink. All google search does not give you a way to get the code? This is a terrible customer experience. Instead of pumping money into Advertisement, first fix the problem.

drcox

@TaxandGo2022 note 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.intuit.com/community/taxes/discussion/chase-investments-1099-import/00/2486616/highlight/false

take a look through the comments, they provide the link that might work for you.

diladila

same issue. tried logoff TurboTax , close TurboTax and restart. still not working today

LindseyLO

Have you also tried clearing your cache? This may help. Assistance with doing so has been provided by clicking here.

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diladila

I am using windows 10 pro. In my setting, default web browser is chrome. I cleared all time browsing data in chrome setting, restarted TurboTax desktop premier version [phone number removed], import "chase bank". It went to intuit login then "get my form" screen, then bank login screen to type in user name and password. Same error "It looks like this part of our site isn't working right now."
After closing the error screen, it came to "Let's import your tax info" screen, there is a chase icon and chase link and "try again" button. I clicked the chase link and it opened a new screen in chrome. I can log in there.

It looks to me TurboTax is not working. Can you check with your chase partner to debug?

sgomadam

Select J.P. Morgan Securities as the Financial Institution and click on get one-time code. After receiving your one-time code enter that along with your Chase bank online username and password which you use to see your Investment account. You will be able to import 1099 forms issued for your Chase Investments right from TurboTax Desktop.

TexanIndian

The previous suggestion - Select J.P. Morgan Securities, Click on the "Get Your Identification Code" link at the bottom of the page, then enter your Chase Userid in the space for J.P. Morgan Online User ID, Identification Code you received on your device, and Chase Password in the space for J.P. Morgan Online Password - works like a charm - for the Desktop Version.

For the online version, Chase Bank works without any issues.

I figure Intuit/TurboTax folks will figure this out in a couple of months 🙂

diladila

It appears it didn't get checking and saving account

CarissaM

Please follow the instructions here if you are having trouble importing your 1099.

If you are unable to import still, you can follow the instructions here to enter a large number of stock transactions in Turbo Tax.

If you need additional assistance, please click here to contact customer support.

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HeatherPLO

@tax00203494

We are still working to resolve this. Please see the Help Article here for more information and you can sign up for updates as well.

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RodBritton

Mine lets me into Chase, says download was successful, but then a window pops up saying there was an error and closes TT without the info saving.

MoniqueLO_

If you are using TurboTax Online, you may want to try a different browser or try clearing out your browser's cache and cookies. Please see How do I delete cookies? and How to clear your cache for more information.

Please see What if I can't import my 1099? for instructions. Additionally, please keep in mind that if you are entering a Document ID it is case sensitive.

@RodBritton

RodBritton

I did clear cache, I've tried both my desktop version of TT, and the online portion of of the desktop version, as well as going directly to the Turbo Tax website, tried Windows edge browser, chrome, firefox, and 3 different computers, the problem is not here the problem is with TT system not talking to the Chase system. E-Trade went thru with out opening a separate window imported everything no problems.

Thank You.

HeatherPLO

So we can take a closer look at your specific situation, please reach out to us directly using the Help Article here. This ensures you will get to the correct department as quickly as possible.

@RodBritton

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