Get your taxes done using TurboTax

Same issue here.

It looks like we need another import setup in TurboTax to import the Tax Documents from M1 Finance. This new import setup needs to have the format account number (e.g. 123456 and document ID) shown in the tax form,  not the (e.g. 5QM00123 and SS# format)

Using the current M1 Finance import setup only brings the APEX tax documents.