prebrook
Returning Member

Get your taxes done using TurboTax

I have a corrected 1099-DIV and an original.  What TurboTax is pulling doesn't match either.  According to Apex Clearing, which Ally Invest is showing on the corrected 1099-DIV are the correct numbers.  I deleted the import from TurboTax and reimported.  Does TurboTax not pull the most recent version from Apex Clearing?

 

I know I can manually edit stuff, and for this particular issue it's not that big of a deal, but say I had, for example, a monthly dividend stock I held 10 years with dividend reinvestment.  Do you know how big of a hassle that situation would be to correct manually?