Issue Importing Apex Clearing (Ally) to tubotax2025

[Nagg]

I am having trouble importing the file and it keeps saying to try again.  It's a simple import based on fields on the document (Account Number & SSN).  

Please review this integration as from my search seems other people have reported this every year and this year (https://ttlc.intuit.com/community/*/*/*/00/2481573)

<Error>

That didn’t work. Try signing in again. (103)

Here are a couple things to check:

• Make sure there are no typos.
• If you use auto-fills make sure it gets the right info.

Update 2/22:  It looks like the integration is resolved and I was able to import successfully.

[CatinaT1]

Helpful TurboTax Articles:

• What if I can't import my 1099?
• How can I fix my 1099 import issue?
• How do I import my 1099s?
• How do I enter a large number of stock transactions in TurboTax?

If you received a "Success" message but your data hasn't appeared in TurboTax, it is likely due to recent browser security updates regarding Local Network Access.

To fix this you need to allow TurboTax to securely retrieve your data through your browser settings:

1. Locate the View Site Information icon (the "tune" or "lock" icon) on the far left of your address bar, just before the URL.
2. Find Local Network Access in the dropdown menu.
3. Toggle the switch to ON.
4. Refresh the page and attempt your import again.

If permissions aren't the issue, one of the following factors may be at play:

• Brokerage Delays: While most forms arrive by January 31, many brokerages delay Consolidated 1099s (like the 1099-B) until mid-February due to complex reporting requirements.
• Availability: Your brokerage must specifically "release" the import file to TurboTax. If it isn’t ready, we recommend checking back.
• Connection Blocks: Active VPNs or aggressive Anti-Virus software can occasionally block the import feature between your bank and TurboTax. Try disabling them temporarily or switching to a different browser.

[Nagg]

I have NOT received a success message, the login in failing.  

[rzimbelm]

I am having the same import issue from APEX Clearing with the identical message "Let's try again" "That didn't work" and "Try signing in again".   This has been an issue in previous years also but was eventually resolved.  I also successfully imported from another financial institution today into TT so not sure if the problem resides with TT or APEX.  I did update TT before attempting to import. Please provide some guidance!

[user17714591908]

Same issue. Contacted Ally today (Feb 18). Their reply:

"Yes, we were able to confirm that Apex is in the process of completing this connection that makes the tax forms available, and we expect them to be ready on turbotax by the end of the day tomorrow. Thank you for your patience."

An earlier post had said it would be available today, so we'll see, but I'll try again on Friday.

[Spenny12]

Guess i'll try again later. cant believe i'm getting annoyed and antsy to see my rederal refund amount plummet and gain a negative sign. 

[jazmlz]

Thanks for this info.  I will wait until Friday to try as well.

[aebunting]

I tried this morning and no dice....still getting the same error.  Has anyone had success with the Apex 1099 import yet?

[jazmlz]

This Expert info isnt really helpful as its not directly related to the issue we are having.  Hopefully someone from TT will chime in when the APEX Clearing importing issue is expected to be resolved. 

[aebunting]

Just tried again (1:45pm EST) ... and it worked.  They must have finally fixed the connection.

[ImperialStormtrooper]

This is still not working as of 2/20 , 2pm ET.

[jazmlz]

Still not working for me either.  As of 2:15PM ET  

for those who have gotten import to work

login=Apex Account number 

pass= SSN. With or without dashes??

I plan on trying again on Sat. 

[Nagg]

Update: 2/22 12.30 PM 

I was finally able to import with success!!   Thank you.. i wish this could be avoided in future before tax season!

[awsegraves]

same problem.  Just wasted about 30 mins trying to import ally 1099.  Time to find another tax software??? Turbo tax is getting very bad