TurboTax

File with experts
File your taxes
Experts at your fingertips

An expert helps with your taxes, or does them for you
TurboTax Expert Full Service

TurboTax Expert Assist

TurboTax Self-Employed
Prior year taxes
File myself
File myself
Do it yourself

We'll guide you step-by-step
TurboTax Do It Yourself

TurboTax Self-Employed

TurboTax Desktop
TurboTax Free

Activate your product

Prior year taxes
Business
Business
Business taxes

Get your T2 corporate return done right, your way
TurboTax Business

TurboTax Business Desktop
Tax situations
Tax situations
Tax situations

Find extra guidance for your big life moves
For investors

For 25 and younger

For self-employed

For new to Canada

For life changes
Resources
Resources
Resources

Explore tax tools, get tips, and read reviews
Personal income tax calculator

RRSP savings calculator

Learning hub

TurboTax support (FAQ)

TurboTax community
Pricing

Community

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?

Show previous replies

afro1718

First timer, won't accept my bank at all and then I have to keep going back and forth and back and forth I can't go any further I've been doing this now for over an hour and can't get past my interest from the bank. What is the problem did yours get solved?

VolvoGirl

Employee

Don't enter the bank name and don't try to import it. It is just as fast and easy to manually enter it. At the bottom pick Change How I enter my Form

Then on the next screen pick I'll Type it in Myself

dpw-ct

Using turbotax 2020 for mac - Having issues with Chase Bank (JPM) import and wells fargo.

After 2 step auth I get this error

This import was unsuccessful.

No problem - we'll help you enter the information and continue with your return.

tt error Screen Shot 2021-05-13 at 11.33.58 AM.png

Cynthiad66

You may need to enter manually at this point.

You can securely import your 1099-B, 1099-DIV, 1099-INT, 1099-OID, or 1099-R into TurboTax if your broker or financial institution is on our list of TurboTax Import Partners. If they're not, you can upload your form from your computer or type it in yourself.

Here's how to import:

Sign in to TurboTax and open or continue your return.
Search for the name of your form (like 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.

You can import up to 1,500 transactions from your financial institution in TurboTax Online.

Go here to see how to take a picture of your 1099-MISC in the mobile ap

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

alik1006

Years later and it still does not work. And they keep suggesting "enter manually".

I believe at this stage they just need to add to description "cannot and never will be able to import from Chase bank" so people could decide whether they still want to pay.

ferrarmm

Attempts for a total of 5 days!!

At times the change is initially successful, but trying to login the new password does not work.

This process needs to be updated

nhunter132

Cannot import any 1099 from Chase and have been told by Chase that TurboTax is missing Chase Investments from the import pull down window

HeatherPLO

Please see this Help Article here for further assistance.

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

helitill

I have tried numerous times...no help yet. any clue?

Evgjr

Also unable to import from JPMorgan Securities. "Get Your Identification Code" box not operable!

lindacarrey12

Yes. The instructions are do click on the link to request the Security Password from J.P. Morgan Chase but there is NO link! Clearly, this is a TurboTax issue. How can it work if there is not link?

HeatherPLO

@lindacarrey12

Please try this step again. This should now be resolved. If you are still having issues, please post here for the next steps.

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

fms1

I'm having a problem importing any information from JP Morgan Securities. The "Get your identification code" does not work.

helitill

Same here

Evgjr

C'mon Intuit! This has still not been resolved. The "Get Your Identification Code" button is still not working.

Hal69

When logging into Chase I receive a message indicating (that part of site not working, try again latter)!

This has been going on for at least a week.

Philmb

I am using TT Deluxe to import my 1099b from JPMorgan Securities. The instructions are to obtain an Identity Code by clicking ‘Get Your Identity Code’ at the end of the instructions. There is no clickable area. Anyone else have this breakdown?

giblet_CA

Completely unacceptable that these issues exist for both Schwab and Chase during prime tax filing season. Don't lobby against tax filing reform if you can't provide a functional alternative, Intuit.