Question

Apex clearing importing

Forum|Forum|4 years ago
February 15, 2022
6 replies
0 views

Can anyone advise how to import my Apex Clearing 1099 into TT? I tried using my Apex account number for user name

TurboTax Self Employed Online

Appears to be a TT issue. Spoke with Apex Clearing and they indicated that TT must not have updated their file that they submitted to them this past Saturday. (According to Apex and for my brokerage account, Apex is no longer requiring the 10- pre account number and instead is only using the 8 digit account number plus SS for password)

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ijy

Thank you for this post, it worked beautifully!!!

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yuichiu416

Tried a million times but never worked

The guide seems to be new enough that it was updated 2/2/2021

I am surprised they haven't updated their database

https://help.en-us.firstrade.com/article/57-how-do-i-import-my-1099-into-turbotax

I hope to hear from them soon

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tjucla98Author

It worked fine last year but there must be a change/bug that need need to work through for the 2021 tax year.

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pp02

Same problem. Account number and Tax ID don't work. Neither does user name and password. I'm paying Turbotax to make it easier for me to file taxes. If I have to enter everything manually, what's the point!

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pp02

Update: It's working for me now with my Apex username and password.

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dkr20

So...curious how this is solved if someone already has an Apex account? I've tried all the fixes, none of them work right now. This is the kind of thing I pay for, if I can't import and link to a site, then there isn't much of a point in using turbotax.

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DaraLO

@dkr20 Please try this tip from a TurboTax community member.

**Say "Thanks" by clicking the thumb icon in a post**Mark the post that answers your question by clicking on "Mark as Best Answer"

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dkr20

I already tried that. As mentioned in the first message. I have an account with Apex Clearing that I used last year, so was expecting that to work, yet neither that nor the fix you suggested work for me.

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rajeevgupta-leo

So, I have the same problem here in year 2023, trying to put in Account ID and Tax ID (SS) as my password and TT does not allow me to login always reports login incorrect error? please advise on how to fix this? thanks.

Please note that I have tried all the solutions as mentioned in this community thread and none seems to be working for me.

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pp02

When I had the same problem last year, it resolved automatically after a few weeks. I guess it just takes time for Apex and Turbotax integration to work?