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How do I import my 1099 into TurboTax?
How do I import my 1099 into TurboTax?
Updated over 5 months ago

All customers with reportable information will be able to import their Consolidated 1099 information directly into TurboTax.

  • Sign in to TurboTax and navigate to the section Stocks → Mutual Funds → Bonds → Other.

  • On the step Let's import your tax info, type “Apex” in the search bar and choose the Apex Clearing Corp company.

  • On the next screen, you will see fields to enter your Apex User ID and Apex password.

    • Apex User ID: Enter your Firstrade 8-digit account number.

    • Apex Password: Enter your SSN that is associated with the account.

You can import up to 1,500 transactions in TurboTax Online.

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