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Get your taxes done using TurboTax
No. this is the instruction from Ally invest:
Yes. When asked by TurboTax® how you want to enter your 1099-B into your return, select Import from my bank or brokerage and then choose Apex Clearing Corporation from the choices given. Enter the following User ID and Password:
User ID: Your 8-digit account number
Password: Your account Tax ID (usually your Social Security number) with no dashes
February 14, 2023
12:39 PM