Chase Investments


CSV DOWNLOAD INSTRUCTIONS

Chase Investments provides a downloadable CSV file containing your realized gain and loss information.

  1. Sign in to your Chase online banking account.
  2. Go to the Tax Documents page
  3. Under Investments, select 1099-B.
  4. Select csv format




Please email us at support@form8949.com with new information if any of the above is out-of-date or incomplete.