Unable to import Apex Clearing Corp 1099B

[manbeing]

I have an Ally investment brokerage account. the clearing work was done by Apex Clearing.

I followed the Ally instruction: Apex User Id is my account id and Password is my SSN without dash.

I got the error message that "1099 forms not available for [my account number]" when i tried to import 1099B in TT.

Any suggestions?

[Mike9241 · Accepted solution]

most likely the forms are not ready. I know that in some cases the forms won't be available until the end of February.  contact your broker to see if this is the case.

[Dougk227]

Spoke to an Ally associate on Feb. 15, @ that time he said the problem "will be resolved within 1 week". he attributed the problem to Turbotax!

[manbeing]

Thanks. Looks like they delay every year. 

[Dougk227]

was able to import my Ally 1099B from Apex Clearing by entering Acct # only (without 10 preceding) and SS#. wish i'd known.