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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?
‎April 28, 2021
9:01 AM