topic Re: Apex clearing importing in Get your taxes done using TurboTax

Apex clearing importing

tjucla98 — Mon, 09 Mar 2026 06:06:48 GMT

Can anyone advise how to import my Apex Clearing 1099 into TT? I tried using my Apex account number for user name

Re: Apex clearing importing

nam3 — Tue, 15 Feb 2022 19:34:03 GMT

Appears to be a TT issue. Spoke with Apex Clearing and they indicated that TT must not have updated their file that they submitted to them this past Saturday. (According to Apex and for my brokerage account, Apex is no longer requiring the 10- pre account number and instead is only using the 8 digit account number plus SS for password)

Re: Apex clearing importing

yuichiu416 — Wed, 16 Feb 2022 01:03:21 GMT

Tried a million times but never worked

The guide seems to be new enough that it was updated 2/2/2021

I am surprised they haven't updated their database

https://help.en-us.firstrade.com/article/57-how-do-i-import-my-1099-into-turbotax

I hope to hear from them soon

Re: Apex clearing importing

tjucla98 — Wed, 16 Feb 2022 16:22:09 GMT

It worked fine last year but there must be a change/bug that need need to work through for the 2021 tax year.

Re: Apex clearing importing

pp02 — Wed, 16 Feb 2022 17:59:05 GMT

Same problem. Account number and Tax ID don't work. Neither does user name and password. I'm paying Turbotax to make it easier for me to file taxes. If I have to enter everything manually, what's the point!

Re: Apex clearing importing

MichelleLO — Wed, 16 Feb 2022 19:16:58 GMT

Please take a look at the solution provided here by user ecknamn to assist with importing from Apex Clearing.

If you are unable to import your 1099, you can also try to enter a summary in lieu of individual transactions. Please see the below TurboTax help article for more information.

How do I enter a large number of stock transactions in TurboTax Online?

Re: Apex clearing importing

yuichiu416 — Wed, 16 Feb 2022 19:40:16 GMT

Still no luck for Firstrade imports.

There's a RECIPIENT'S ID NO: <my SSN>

Also an Account <8 digit account number> in the middle, none of them worked for me.

Re: Apex clearing importing

MichelleLO — Wed, 16 Feb 2022 19:50:48 GMT

Please reach out to TurboTax Customer Support as your issue would be best resolved with one-on-one support.

What is the TurboTax phone number?

@yuichiu416

Re: Apex clearing importing

dgrab — Wed, 16 Feb 2022 21:24:07 GMT

how is this best solved with one on one support when multiple people have the same issue?

Re: Apex clearing importing

CarissaM — Wed, 16 Feb 2022 23:00:22 GMT

@dgrab It is best to call into support for one on one, as they can access your account. We are unable to access your account here in this public forum.

Re: Apex clearing importing

dkr20 — Thu, 17 Feb 2022 17:22:16 GMT

So...curious how this is solved if someone already has an Apex account? I've tried all the fixes, none of them work right now. This is the kind of thing I pay for, if I can't import and link to a site, then there isn't much of a point in using turbotax.

Re: Apex clearing importing

DaraLO — Thu, 17 Feb 2022 19:04:41 GMT

@dkr20 Please try this tip from a TurboTax community member.

Re: Apex clearing importing

dkr20 — Thu, 17 Feb 2022 22:14:44 GMT

I already tried that. As mentioned in the first message. I have an account with Apex Clearing that I used last year, so was expecting that to work, yet neither that nor the fix you suggested work for me.

Re: Apex clearing importing

Katina S — Thu, 17 Feb 2022 23:17:48 GMT

I apologize for the inconvenience. Please contact us at customer support so we can further assist you with this issue.

@dkr20

Re: Apex clearing importing

pp02 — Tue, 22 Feb 2022 14:18:06 GMT

Update: It's working for me now with my Apex username and password.

Re: Apex clearing importing

rajeevgupta-leo — Fri, 03 Feb 2023 20:37:07 GMT

So, I have the same problem here in year 2023, trying to put in Account ID and Tax ID (SS) as my password and TT does not allow me to login always reports login incorrect error? please advise on how to fix this? thanks.

Please note that I have tried all the solutions as mentioned in this community thread and none seems to be working for me.

Re: Apex clearing importing

pp02 — Fri, 03 Feb 2023 20:43:45 GMT

When I had the same problem last year, it resolved automatically after a few weeks. I guess it just takes time for Apex and Turbotax integration to work?

Re: Apex clearing importing

rajeevgupta-leo — Fri, 03 Feb 2023 20:45:23 GMT

I hope it gets working sooner, and if this apex has not given 1099 forms yet, could this also be one of the factors adding to this login issue?

Re: Apex clearing importing

pp02 — Fri, 03 Feb 2023 20:49:02 GMT

That could be a reason. Last year for me it took about a week after the Apex 1099s were released that Turbotax was able to import them. FWIW I tried using other tax solutions to see if the problem was specific to Turbotax, but it wasn't.

Re: Apex clearing importing

rajeevgupta-leo — Fri, 03 Feb 2023 20:52:25 GMT

That's good to know. Thanks pp. I would then wait it out to see it working and will update this thread too.