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.
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-
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?