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Level 2
posted Feb 15, 2022 9:40:30 AM

Apex clearing importing

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

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24 Replies
New Member
Feb 15, 2022 11:34:03 AM

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)

Level 1
Feb 15, 2022 5:03:21 PM

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

Level 2
Feb 16, 2022 8:22:09 AM

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

Level 2
Feb 16, 2022 9:59:05 AM

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!

Intuit Alumni
Feb 16, 2022 11:16:58 AM

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?

 

Level 1
Feb 16, 2022 11:40:16 AM

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.

 

 

Intuit Alumni
Feb 16, 2022 11:50:48 AM

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

New Member
Feb 16, 2022 1:24:07 PM

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

Intuit Alumni
Feb 16, 2022 3:00:22 PM

@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. 

Returning Member
Feb 17, 2022 9:22:16 AM

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.

Intuit Alumni
Feb 17, 2022 11:04:41 AM

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

Returning Member
Feb 17, 2022 2:14:44 PM

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.

Intuit Alumni
Feb 17, 2022 3:17:48 PM

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

 

@dkr20

Level 2
Feb 22, 2022 6:18:06 AM

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

Level 3
Feb 3, 2023 12:36:06 PM

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.

Level 2
Feb 3, 2023 12:43:45 PM

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?

Level 3
Feb 3, 2023 12:45:23 PM

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?

Level 2
Feb 3, 2023 12:49:02 PM

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.

Level 3
Feb 3, 2023 12:52:25 PM

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

New Member
Feb 3, 2023 12:57:41 PM

I just enter 1099s manually. Then I know it was entered correctly, and it takes about 3 minutes to do.

Level 2
Feb 23, 2023 5:26:29 PM

Any updates on this? I tried to import my 2022 info and failed just everyone else. 

Intuit Alumni
Feb 27, 2023 12:44:44 PM

@tjucla98 Have you followed the steps here? If you're still having issues, please click here to contact customer support.

Returning Member
Apr 13, 2023 11:53:05 PM

I have successfully imported Firstrade brokerage (aka APEX Clearing) data into Turbotax.

When you first login on your browser into Firstrade, you can search for the Help Center guide on importing into TurboTax: How do I import my 1099 into TurboTax? - Help Center (firstrade.com)

 

Basically, The TurboTax Import function needs:

1. Login: Your Firstrade 8-Digit Account Number

2. Password: Your SSN.

 

It was confusing for me at first, thinking I needed to use my regular Firstrade account login and regular password but it's not. 

Hope this helps.

Returning Member
Feb 22, 2024 8:04:49 AM

Thank you for this post, it worked beautifully!!!