Unable to import 1099 from Apex Clearing Corp

[saltandlime]

Hello - I’m trying to import my 1099 Composite from Apex Clearing Corp, but I keep receiving the error message below. I’ve tried entering my account number both as-is and with “10-” in front of it, and I’ve also entered my Social Security number with and without dashes.

[NicolleR1]

When the issue persists, the information will need to be entered manually.

On the other hand, you can see the links below for more detailed information:

When will I be able to import my 1099?

How do I import my 1099s?

Otherwise, contact one of our tax representatives at:

 Turbo Tax Customer Service 

[aebunting]

This is definitely NOT an "expert" answer.  If we are paying for TT then we should be able to utilize services - like import - that TT advertises.  Telling us "too bad, do it all manually" is kind of like a slap in the face.  This is on TT to fix.

[stoecs]

Same problem, I cannot get Apex Clearing to import, keep getting a 103 error.  Manually entering forms is not an option, the ONLY reason I use TT is because of the import function.   What other steps can be taken to fix the Apex import capability?

[MarilynG1]

Importing successfully requires a clear connection.  This can include a number of factors, like disabling anti-virus programs/VPNs, allowing LAN in browser settings, third-party access enabled in your broker account.

Users have reported success using a different browser like Firefox, or using an incognito window in Chrome.  

@aebunting 

[stoecs17]

Schwab, E*trade and vanguard all imported with no issues.  Tried switching browsers but no luck with Apex. 

[MarilynG1]

Since you successfully imported from other brokers, it's most likely not a computer issue.  I would guess that the documents just aren't ready for import yet at Apex.  Remember that the IRS already has copies of all your 1099's, so a Summary Total is perfectly acceptable on your tax return. 

@stoecs17 

[saltandlime · Accepted solution]

Looks like they fixed this bug. I'm able to import from Apex to TurboTax now.