M1 Finance sent two 1099s for tax year 2023. The first set of 1099 was from Apex Clearing which M1 used till October. This 1099 from Apex Clearing covers the time of January 2023 to October 2023. I can import this 1099 from "Search for Your Financial Institution". Here. the s/w asks for M1 account number in format of 5QM00123 (example account #) and SSN/TIN.
However, the second set of 1099 that I received from M1 covers the time of October 2023 to December 2023. This 1099 has the account number listed in the format of 123456. I am not able to import this 1099 from M1.
Information in both 1099 are different from each other as they cover different times of the year.
