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1099-DIV imported from Apex Clearing (Ally Invest) not matching 1099-DIV from Ally Invest
The 1099-DIV imported from Apex Clearing (Ally Invest) is not matching 1099-DIV from Ally Invest. I have spent about two hours on the phone with Ally Invest. They got a new 1099-DIV directly from Apex Clearing, yesterday, and it matches the latest corrected 1099-DIV visible in my account. These numbers are not what is showing on the Turbotax import, though. A few of the boxes on the 1099-DIV match, but several do not. I really don't want to just guess on my taxes, as to which set is correct.
‎April 28, 2021
3:44 AM