How do I import my 1099 into TurboTax?

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

  1. Sign in to TurboTax and navigate to the section Stocks, Mutual Funds, Bonds, Other.
  2. On the step Let's import your tax info, type “Apex” in the search bar and choose the Apex Clearing Corp company.
  3. On the next screen, you will see fields to enter your Apex User ID and Apex password.
  4. Apex User ID: Enter your Firstrade 8-digit account number.
  5. 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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