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prebrook
Returning Member

1099-DIV imported from Apex Clearing (Ally Invest) not matching 1099-DIV from Ally Invest

The 1099-DIV imported from Apex Clearing (Ally Invest) is not matching 1099-DIV from Ally Invest.  I have spent about two hours on the phone with Ally Invest.  They got a new 1099-DIV directly from Apex Clearing, yesterday, and it matches the latest corrected 1099-DIV visible in my account.  These numbers are not what is showing on the Turbotax import, though.  A few of the boxes on the 1099-DIV match, but several do not.  I really don't want to just guess on my taxes, as to which set is correct. 

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2 Replies
RayW7
Expert Alumni

1099-DIV imported from Apex Clearing (Ally Invest) not matching 1099-DIV from Ally Invest

This sounds like an import issue and/or a corrected 1099-DIV.

 

This should not be a problem. If you have received a corrected copy you can manually adjust or delete the imported version.

 

To delete the imported version follow this link-

How do I view and delete forms in TurboTax Online?

 

You can either enter a new 1099-DIV by following this link-

Where do I enter my 1099-DIV in TurboTax Online?

prebrook
Returning Member

1099-DIV imported from Apex Clearing (Ally Invest) not matching 1099-DIV from Ally Invest

I have a corrected 1099-DIV and an original.  What TurboTax is pulling doesn't match either.  According to Apex Clearing, which Ally Invest is showing on the corrected 1099-DIV are the correct numbers.  I deleted the import from TurboTax and reimported.  Does TurboTax not pull the most recent version from Apex Clearing?

 

I know I can manually edit stuff, and for this particular issue it's not that big of a deal, but say I had, for example, a monthly dividend stock I held 10 years with dividend reinvestment.  Do you know how big of a hassle that situation would be to correct manually?

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