Chase Investments

www.chase.com


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


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