Ally Invest Consolidated 1099 Not Imported

Forum|Forum|6 years ago
June 6, 2019
7 replies
0 views

TurboTax is only importing my 1099 forms from Ally Bank, but not from Ally Invest. Any fix for this?

TurboTax Premier Online

Best answer by fjb4

Yes. When TurboTax ask you how you want to enter your 1099-B select import from brokerage. Instead of choosing Ally Invest type in Apex Clearing Corporation. Your password will be the eight digit account number and password is usually your social security number with no dashes. Hope this helps!

fjb4Answer

stoecs

I am trying this and everytime I get an error message saying that sign on failed to authenticate. Anyone else get this to actually work?

joshuareane

Trying Apex Clearing with my Ally Invest account number and Password is SSN. Still not working this year, but I know I did it last year. Anyone else struggling in 2020? I was waiting for today because TurboTax said the form would not be available until 2/7/20. Now I just get an error! I already signed up for $90 turbotax specifically so I could import. My AllyInvest is automated, so I have hundreds of transactions.

bp29

Select Apex Clearing. enter your 8 digit account number and SSN without dashes. Just now imported.

Zenman

Right answer ! Worked for me.

Thank you !

youngfamtax

I have tried this as well (username is account no. and password is SSN with no dashes) and mine is coming up with an error code of 103. The message says this:

That still didn’t work, so try one of these. (103)

montyp

This worked for me today. Using my Apex Clearing account number and SSN for password.

joshuareane

I’m having the exact same problem on Feb 7, 2021. I got it last year, paid the $90 this year, and it’s not working! Form was supposed to be ready today.

DaraLO

@joshuareane Can you reply to this thread and tell us which form you're referring to?

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

mmmark

Using the Acct # and SSN combo only gave me an errors, over and over. I choose the option "Change how I enter my form", then chose "Upload it from my computer". I selected the PDF from the Ally website to upload. It read the document, and scanned it. The data was autofilled and changed APEX to ALLY INVEST. This method worked out for me.

spencettu

I was able to get it uploaded yesterday. My unsuccessful Ally Invest upload attempt was still listed with no dollar amount so I deleted that. I choose Apex from the drop-down menu, entered account number, and SSN for password with no dashes and it worked.

Gunslinger4u

I question how Ally Invest is able to skirt IRS requirements to postmark all 1099s by midnight, Jan 31st? Effectively, they should be available electronically by the morning of Feb 1st. This is a Federal requirement, subject to a $50 fine per occurrence. How do they, year after year, only START mailing 1099Bs, DIV, etc, during the second or third week of February, without incurring, likely millions, of $50 penalties?

kcMike

Like most people, i have several Ally accounts - individual and checking/saving. My turbotax connection to Ally only brought in one 1099-int.

So uploaded the tax statement that list each individual 1099-int and a total 1099-int for all bank accounts. Same result. Only one of the checking accounts - with the least amount of interest - got registered.

Check your results when connecting to a financial institution or uploading a tax document.