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Question

Tax Year Prior to 2020: Anyone else have an issue with importing 1099-INT from Chase Bank?

Forum|Forum|6 years ago
March 7, 2020
24 replies
0 views

Seems to be a new problem this year. But every time I try to import my 1099-INT from Chase bank, I get an import not successful. In past years, it has been no problem.

Anyone else having this issue?

DawnC

Employee

You can securely import your 1099-B, 1099-DIV, 1099-INT, 1099-OID, or 1099-R into TurboTax, provided your broker or financial institution participates in our TurboTax Partner program.

When you get to the place in TurboTax where we ask if you received that form, answer Yes and we'll give you the option to import. You can also jump straight to the section for your specific 1099 form. Here's how:

Sign in to TurboTax and open or continue your return.
Search for 1099-B and select the Jump to link in the search results.
Follow the screens and you’ll be able to import your form.

Tip: Be sure to select the right financial institution or brokerage from the list. For example, several participating partners' names start with First National Bank and if you select the wrong First National Bank, you won't be able to import.

**Say "Thanks" by clicking the thumb icon in a post**Mark the post that answers your question by clicking on "Mark as Best Answer"

jws9518Author

First, it is using the PC program.. not online.

Secondly, being a long time user, I understand and know how to import my bank information. Chase is and has been a long time participant with TurboTax, yet this year there is a problem with importing.

I appreciate your trying to help, but your response does not address the issue, which is a problem with TT and importing.. others online have reported the issue as well with other banks.

JotikaT2

Please try importing your information again. We have been informed that the issue has been resolved now.

We apologize for the inconvenience!

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Dududou

I'm having the same issue. What's the solution? I don't want to manually type in over 100 pages of information.

VictorW9

Make sure you're selecting the correct partner in TurboTax. Some institutions have similar-sounding names but are in fact separate entities. For example, J.P. Morgan Chase Bank, J.P. Morgan Funds, J.P. Morgan Private Bank, and J.P. Morgan Securities are all listed as TurboTax partners, and if you choose the wrong J.P. Morgan, you won't be able to import.

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jws9518Author

Again, I am aware of all that... that is not the issue...I understand you have to choose Chase Investments, for 1099-DIV and Chase Bank for 1099-INT... the issue is described in detail above.

jmchome

I am having this issue as well. So its March 24 and Intuit has still not fixed this, is that correct?

jws9518Author

As far as I am aware as of 4/24/2020, Intuit has not fixed this issue.

fan77fan

Same here (05/02/2020). Not even sure if I should use Chase Bank or Chase Investment. I am using the turbotax software installed on my mac.

nelsonsongwu

Today is Jun 2rd, 2020 -- I am having a similar problem with 1099 importing program using Turbotax online (on Chrome)

Apparently the program recognized my Banks/brokerage firms, in this case, it is Bank of America and Merrill Lynch. I say so because it asked for my password, asked me to check "I am not a robot", showed me a summary of items to be imported (together with the amount of each).

However, after the summary page, when the real import is supposed to start, the page just hangs. Basically the page shows a spinning loop for 10+ minutes until I got a warning about my session about to expire.

What's more: I tried to reload the import page a couple of times. It was a terrible idea -- now my income section is still correct but the tax owed amount just got multiplied many times.

This is terrible user experience. If I have another option, I'd be moving away from TurboTax

luvkhush

I have wasted so much time on trying to import this from Chase.

The very fact that this has dragged on for 2 months without working is sad.

The click to get Identification Code simply does not work.

Intuit -- I've heard great things about the company. You really need to get on top of this.

Out of the 7 odd different Chase, JP Morgan options, I've tried each of them and over several weeks. Hoping that the bug has been fixed. It has not! Sad!!!

Critter

Employee

Interest can be entered in a minute or less manually ... stop wasting time trying to import the information.

27leaps

It's not as simple as "Just enter it manually." My 1099 is 62 pages long and contains hundreds of stock trades. I can't enter this manually. Why has Intuit not resolved this issue? This has been an issue for months. Every time I click on "Get Your Identification Code" I am taken to my JP Morgan Chase account where I'm asked to log in. I do so and then I'm simply in my account. There are no further prompts for an identification code. Intuit/Turbo Tax, please address this issue now.

TM4

I am also having this problem. For all the JP Morgan & Chase institutions an ID code must be entered, but when clicking the ID code generation link it takes me to my bank's login page (which is not displaying any type of ID code), and even after logging into my bank's page there is still no ID code. My 1099's must be imported because the transactions are too extensive to manually enter. TurboTax has a responsibility to resolve this. If not I will not be using TurboTax & will request a refund.

Harmonie

If anyone is still having an issue with this for brokerage and managed accounts, try using "Chase Investments," and getting an identification code from https://secure05c.chase.com/web/auth/?LOB=TurboTaxLogon. This should be the page linked from within Turbo Tax, and I can't believe that it's still wrong in the software.

anil_kaneria

I had same issue today July-09. With suggested link, I am able to import it. Thanks for sharing correct link. It was a breeze.

I tried calling JP morgan securities by phone to get code. That didn't work either. After spending 3 days, finally I found this post that resolved issue in few mins. Thanks once again.

rdog

I am having the same issue. Has anyone found workarounds? Taxes are due in two days.

And please don't tell me to unplug my computer and plug it back in - I've done this sort of thing hundreds of times before...

Handyman1

Did you try the link in the posting from Harmonie, just up a couple postings? I used it and got the code that allowed me to download all my tax files into TurboTax.

rdog

Not sure if I should trust random links in a forum. How does TurboTax miss basic stuff like this?

Bruzr1989

Yes, same here, both Chase and BofA, what is UP>...?? Also, the dialog in the screen on TurboTax at this point reads.. "If you are having trouble logging in or do not know your Online ID/Password...Please Click..." ....Then Nothing To Click...? Seems to be the page is not complete. So the TurboTax 2020 Software has some rough edges and was rushed out with this glitch and other errors throughout. Would like to finish my taxes but seems Intuit needs to sort out some BUGS..!!

linaj20201

If import does not go smooth, I will suggest to manually enter info. For import, there is a limit on how many transactions TurboTax can handle. See blue links below. If there are too many transactions, you may try to sum up between long term and short term. Here are the steps:

In TurboTax online,

Sign into your account, select Pick up where you left off
At the right upper corner, in the search box, type in 1099b and Enter
Select Jump to 1099b
Follow prompts
On-screen, "Let's import your tax info, select I'll type it myself
Follow prompts to continue

For more information, click here:

how many stock transactions TT can handle

Import / crashed

You would receive a Form 1099-B if you have sold your stocks and bonds transactions during the year. The transactions will generate either a long term or short term capital gain or loss depends on how long the stocks are being held. The amount will be reported on line 7 of your Form 1040 along with a Schedule D and Form 8949.