You CAN import all your tax information into TurboTax from Stash. Review the tax documents provided by Stash. The easiest way to do this is through the Stash app under Settings>Statements and Documents>Tax Documents. Copy or screenshot your account number and type of tax document (is: 1099-DIV, 1099-B, etc...) at the top of pg. 1. In TurboTax, select the financial section that corresponds to your 1099 type. After two self explanatory questions, you’ll be asked to enter your financial institute into the
search field. Type “Apex” and select Apex Clearing. Under Apex Username type 10- and the Stash account number located at the top of your 1099 proved by Stash. The Password will be your SS#.
If unsuccessful, you’ve likely selected the incorrect entry screen. Don’t get frustrated, I failed multiple times until realizing TurboTax has various tabs where importing is possible. If unsuccessful after multiple attempts, enter your 1099 “type” in the search field and TurboTax will direct you to the appropriate section.
