When asked by TurboTax® how you want to enter your 1099-B into your return:
- Select "Import from my bank or brokerage"
- Choose Apex Clearing Corporation from the choices given.
- Enter the following User ID and Password:
- User ID: Your 8-digit account number
- Password: Your account Tax ID (usually your Social Security number) with no dashes
*Please note, there may be limitations to the amount of transactions that can be downloaded through third party software providers.