TurboTax

File with experts
File your taxes
Experts at your fingertips

An expert helps with your taxes, or does them for you
TurboTax Expert Full Service

TurboTax Expert Assist

TurboTax Self-Employed
Prior year taxes
File myself
File myself
Do it yourself

We'll guide you step-by-step
TurboTax Do It Yourself

TurboTax Self-Employed

TurboTax Desktop
TurboTax Free

Activate your product

Prior year taxes
Business
Business
Business taxes

Get your T2 corporate return done right, your way
TurboTax Business

TurboTax Business Desktop
Tax situations
Tax situations
Tax situations

Find extra guidance for your big life moves
For investors

For 25 and younger

For self-employed

For new to Canada

For life changes
Resources
Resources
Resources

Explore tax tools, get tips, and read reviews
Personal income tax calculator

RRSP savings calculator

Learning hub

TurboTax support (FAQ)

TurboTax community
Pricing

Level 6

Solved

Anyone is able to import 1099 forms from Apex clearinghouse?

Forum|Forum|4 years ago
February 16, 2022
1 reply
41 views

My brokerage is Ally invest. they use Apex clearinghouse.

As of today, I still couldn't import my 1099B forms. The error is "1099 forms not available for the account[xxxx]"

Best answer by AmyC

Congress has allowed a later date for these firms versus employers and the Jan 31 w2 date. The companies are expected to send it by Feb 15 and the post office has 2 weeks to deliver it. You may find it online and the time for them to process to work with the program may take some time. Once you have the form, you can manually type in a summary. You can enter 4 lines and cover the entire form.

Enter the totals for each:

short term covered
short term non-covered
long term covered
long term non-covered

When you enter summary data only, you are required to send a copy of your 1099B to the IRS. Once you submit your electronic copy, TurboTax prints out a cover letter and instructions on where to send a copy of your 1099B.

AmyCAnswer

Level 15

Congress has allowed a later date for these firms versus employers and the Jan 31 w2 date. The companies are expected to send it by Feb 15 and the post office has 2 weeks to deliver it. You may find it online and the time for them to process to work with the program may take some time. Once you have the form, you can manually type in a summary. You can enter 4 lines and cover the entire form.

Enter the totals for each:

short term covered
short term non-covered
long term covered
long term non-covered

When you enter summary data only, you are required to send a copy of your 1099B to the IRS. Once you submit your electronic copy, TurboTax prints out a cover letter and instructions on where to send a copy of your 1099B.

**Say "Thanks" by clicking the thumb icon in a post. **Mark the post that answers your question by clicking on "Mark as Best Answer"