Chase Investments Clients
At Form8949.com, we help you minimize the time and expense of complying with the tax reporting requirements related to your stock trading activity.
If you use a Tax Pro, you can save your tax preparer time and save tax preparation fees. If you use tax software, we can help you either (1) import your data into H&R Block, TaxAct, or TurboTax or (2) generate a PDF file for attachment to your return.
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1099-B CSV Download
Chase Investments provides a downloadable CSV file containing your Form 1099-B information.
- Sign in to your Chase online banking account.
- Go to the Tax Documents page
- Under Investments, select 1099-B.
- Select csv format
1099-B Portable Document Format (PDF)
You may download your Chase Investments Form 1099-B PDF file and submit it for processing.
If you have additional or newer information regarding Chase Investments downloadable files, please email us at support@form8949.com .