- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Get your taxes done using TurboTax
I have successfully imported Firstrade brokerage (aka APEX Clearing) data into Turbotax.
When you first login on your browser into Firstrade, you can search for the Help Center guide on importing into TurboTax: How do I import my 1099 into TurboTax? - Help Center (firstrade.com)
Basically, The TurboTax Import function needs:
1. Login: Your Firstrade 8-Digit Account Number
2. Password: Your SSN.
It was confusing for me at first, thinking I needed to use my regular Firstrade account login and regular password but it's not.
Hope this helps.
‎April 13, 2023
11:53 PM