TurboTax Download Instructions

We provide you with tax documents, statements and important information to help you prepare for tax season. The information below lets you know when you can expect to receive required tax forms for your J.P. Morgan Wealth Management investment accounts and Chase deposit and mortgage accounts, as well as other important information you may need to prepare your tax returns.

Some tax documents are available on the "Tax Documents" page. Sign in to access your forms.

For Brokerage and Managed (CSP, MFAP, PMP) Accounts

1. Within the TurboTax software, use "Chase" or "J.P. Morgan Securities" to search for the financial institution
2. Enter your chase.com username, password, and identification code
3. Request the identification code by clicking the ‘Get Your Identification Code’ link within TurboTax
4. 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)
5. Choose to receive the identification code by phone, text, or email
6. Upon receipt, type the identification code into TurboTax to proceed with the download process; the identification code expires after 30 minutes.

NOTE:  All available tax forms for all Brokerage and Managed (CSP, MFAP, PMP) accounts accessible by chase.com username can be imported.

For Managed (JPMIP, TAP, OAP, and DFI) Accounts

1. Within the TurboTax software, use “J.P. Morgan Private Banking” to search for the financial institution
2. Enter your chase.com username and password when prompted for credentials
3. Enter the account number

NOTE:  Each account must be entered separately.

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