Apex clearing importing

[rajeevgupta-leo]

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.

[pp02]

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?

[rajeevgupta-leo]

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?

[pp02]

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.

[rajeevgupta-leo]

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

[lawrenceofpa]

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

[tjucla98]

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

[BrandiLO1]

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

[citibank-import-not-working]

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.

[ijy]

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