Can't import 1099 from Apex Clearing Corp

Forum|Forum|4 years ago
February 13, 2022
6 replies
30 views

The 1099 for 2021 just became available on Apex Clearing Corp. TurboTax will not import. Just say's "1099 forms not available for [USER##]" Doesn't matter how I enter the login information... username or account number. I can login with no problems to the Apex website but no joy with TurboTax. Anyone have solution?

CarissaM

Level 15

You can download the 1099 to your computer, and follow the instructions here to import into Turbo Tax.

If you need additional assistance, please click here to contact customer support.

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MarkM4Author

Level 2

I replied in an email also ... I'm guessing the Jump to link that's referred to in the instructions here are only applicable to the online version not the desktop version .... Am I correct?

HeatherPLO

Level 14

@MarkM4

The Jump to instructions should work for both. You just need to type in the form name 1099-B or 1099-R or 1099-NEC, etc in the search bar and the jump to will appear. Please post here if that does not work for you and we will provide further assistance.

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