When I attempt to e-file my tax return thru the TurboTax app, I receive a message that the zip code of 75201 on my 1099-Div for Apex Clearing is invalid.

Apex Clearing is the clearing company that pays out dividends for people who have investments thru SoFi. The same zip code was fine with my 2023 filing.

1129

1 Best answer

Level 15

Mar 2, 2025 1:00:04 PM

There's no easy way to fix that...unless you have the Desktop software, and can change it in Forms Mode.

_______________

Best procedure would be to go back to the Income section, and delete that entire 1099-DIV.

Then re-enter it manually...type in all the data manually,

Do not upload a PDF or Picture of the 1099-DIV...that is the primary source of all kinds of errors...typing it in manually is easy and safer.

Level 15

Mar 2, 2025 1:00:04 PM

There's no easy way to fix that...unless you have the Desktop software, and can change it in Forms Mode.

_______________

Best procedure would be to go back to the Income section, and delete that entire 1099-DIV.

Then re-enter it manually...type in all the data manually,

Do not upload a PDF or Picture of the 1099-DIV...that is the primary source of all kinds of errors...typing it in manually is easy and safer.

Level 1

Mar 2, 2025 3:35:45 PM

Great suggestion. Yes, deleting the info that I uploaded from a photo, and then typing in manually, solved the invalid zip code issue. Thanks very much.

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When I attempt to e-file my tax return thru the TurboTax app, I receive a message that the zip code of 75201 on my 1099-Div for Apex Clearing is invalid.