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Get your taxes done using TurboTax
I have the same issue. I have multiple accounts at Ally Bank and only 2 accounts have a 1099. None of the CDs produced a 1099. In their HELP section it says to use APEX CLEARING when doing an import. It also says to use your 8 digit account number as a User ID and your TIN as a password. It does not authenticate when attempting to do this .. and further the account numbers are 10 digits and not 8. Then APEX says to use 10- in front of your account number. So with multiple accounts it appears you do one at a time? Further.. there are not 1099s produced for any of the other accounts so I can't even do this manually.
March 2, 2021
7:12 PM