Apex clearing importing

[tjucla98]

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

[nam3]

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)

[yuichiu416]

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

[tjucla98]

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

[pp02]

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!

[MichelleLO]

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?

[yuichiu416]

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.

[MichelleLO]

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

[dgrab]

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

[CarissaM]

@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. 

[dkr20]

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.

[DaraLO]

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

[dkr20]

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.

[Katina S]

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

@dkr20

[pp02]

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