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Forum|Forum|4 years ago
February 16, 2022
3 replies
0 views

-Gary

Rick19744

Level 13

Call or chat with Ally and ask them that question. They should be able to tell you when the software will be integrated to import into TT.

*A reminder that posts in a forum such as this do not constitute tax advice.Also keep in mind the date of replies, as tax law changes.

Saxophone47Author

Level 2

VolvoGirl

Level 15

Most investments are like that. 1099B don't have to be mailed until February 15, see

When will I be able to import my 1099?

manbeing

Level 6

i am on the same boat.

I use Ally Invest too.

I cannot import 1099 forms from Apex Clearing having the same error message you have.

I actually called Ally invest about it last week and they said it should be ready to import by today, but apparently, it hasn't.

But according another post, Apex clearing said they gave the data to the turbotax last Saturday.

AmyC

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 sooner. 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.

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