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July 11, 2020
Question

not able to import from JP Morgan, after entering temporary code, import is unsuccessful. Please advice.

  • July 11, 2020
  • 1 reply
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    1 reply

    Employee
    July 14, 2020

    Make sure you're selecting the correct partner in TurboTax. Some 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.

     

    Also, sometimes you have to give access to third-party software on the broker's website. So check out if you need to adjust your settings in the broker's account. 

     

    If all that doesn't work, you can skip import and enter information manually. 

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