Chase Investments Clients

www.chase.com

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 TurboTaxtax or (2) generate a PDF file for attachment to your return.

All for as little as $12.00.

1099-B CSV Download

Chase Investments provides a downloadable CSV file containing your Form 1099-B 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

Download this file and submit it for processing by our program.


If you have additional or newer information regarding Chase Investments downloadable files, please email us at support@form8949.com .