Question

try to import from JP Morgan, says to obtain the identification code from the link but the link is NOT available!

Forum|Forum|4 years ago
February 22, 2022
11 replies
0 views

Trying to import my 1099 cosolidated forms from JP Morgan, TurboTax 2021 (mac version) requires a "identification code" which it says can be "obtain using link below". I find the sentence "Get Your Identificaiton Code" but it is not a link, nor is there a link on that page. This is definitely a BUG!! please fix ASAP!

H

HeatherPLO

@csmw

Please sign up for updates on this at the Help Article here for further assistance.

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K

Katwar1

I'm having this issue as well, for J.P. Morgan securities, but on a Mac computer. The words "Get your identification code" are there, but they are just black type/text like the rest of the paragraph. Nothing happens when you click on the words. It appears there is no hyperlink connected to the sentence.

Just checked, still no updates on it.

E

EbonyA

This issue is still being investigated; as soon as an update is made available we will let you know. Please ensure that you have signed up for updates through the link that HeatherPLO provided above @Katwar1.

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W

Wushan1961482021

I have the same issue and hopefully, the bug will be fixed soon!

M

mglauner

When you click on 'Get your Identification Code' (screenshot), you should be taken to your Chase login page. Sign In and you should get a page to receive your TurboTax Code (screenshot).

You can also upload the forms from your computer.

If your import just won't work, you can Enter a Summary in Lieu of Individual Transactions (2 lines; short-term, long-term).

N

NW23

The link for “get your identification code here” does not work— as reported by other users. It’s simply in black and u cannot click on it. Please fix asap.

N

NW23

Has anyone figured out how to fix this or a workaround - manually importing is a huge pain and what I was hoping to avoid in purchasing the software. Even when clicking on chase it says it is not working and I have the latest update- is this only a problem on Mac TT deluxe?

R

ReneMBL

No, I have it with Premium

S

Sharlene

It's still not working... I have Premier on Mac... Pls fix asap... As I don't want to manually type.. Thank you!

C

CarissaM

Please follow the advise of @mglauner above. If this does not work, please click here to contact customer support.

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Z

zxl280

The link does not show there. The sentence is grey.

F

Freddd

This is the whole reason I paid for the Premium version, this bug is preventing me from moving forward, and should be considered a high priority bug.

F

Freddd

Also the link provided to monitor this message doesn't work.

SForrestLO

Please see these steps provided by Chase to help with your import.

For Brokerage and Managed Accounts

Within the TurboTax software, use “Chase Investments” to search for the financial institution.
Enter your chase.com username, password, and identification code.
Request the identification code by clicking the ‘Get Your Identification Code’ link within TurboTax.
You'll be presented with a chase.com sign-in page for multifactor authentication purposes (similar to the one that appears when you sign in to chase.com from an unrecognized computer).
Choose to receive the identification code by phone, text, or email.
Upon receipt, type the identification code into TurboTax to proceed with the download process; the identification code expires after 30 minutes.

Why am I unable to import from Chase Bank/Investments?

Chase customer support is (800)392-5749.

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F

FOMOCOLOVESU

Turbo Tax, this has been an issue for over a month. On Macs there is no link to get the JP Morgan Securities Identification Code.

Please solve this ASAP.

Amy updates?

The issue affects TurboTax CD/Download products. There is a workaround for it posted within this thread.

@tetonbill

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B

badams780

I have this bug, trying to use TurboTax on a Mac laptop. The import works on TurboTax Online, but not on the desktop software; so, below is the workaround that I used. Note, that this is only helpful if you are at or near the beginning for working on your 2021 return, because you basically have to start all over.

1. Start a new return on Turbotax online. Resist the urge to pay for anything or do any upgrades at a cost.

2. When your return is started, use the "Tax Tools" link to import last year's tax file (with a *.tax2020 extension).

3. Plow through the questionnaire until go get a chance to import your J.P.Morgan Securites documents. The Get Identification Code link works online.

4. After you've imported all your J.P.Morgan docs, use the "Tax Tools" link to save your tax return on your computer to a *.tax2021 file.

5. Open that new file from TurboTax 2021 on your desktop. No you can do all your work with the J.P. Morgan download.

I hope this help somebody.

T

tetonbill

This is a great suggestion! Thanks!!!

S

StephLand

It's still not fixed!

F

FOMOCOLOVESU

Use this link, it works:

https://secure05c.chase.com/web/auth/?LOB=TurboTaxLogon

Y

yolo7

This link worked for me! Thank you!!!

Y

yellowrocks

April 9 2022 - still no identification code button to click on my Mac. I will remember that I had to enter all this by hand when next year comes around.