Anyone is able to import 1099 forms from Apex clearinghouse?

[manbeing]

My brokerage is Ally invest. they use Apex clearinghouse.

As of today, I still couldn't import my 1099B forms. The error is "1099 forms not available for the account[xxxx]"

[AmyC · Accepted solution]

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 and the time for them to process to work with the program may take some time. 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.