This material has been prepared for informational purposes only. It is not intended to provide, and should not be relied on for, tax, legal or accounting advice. M1 and its affiliates do not provide tax, legal, or accounting advice. If the import was successful, you will see a summary of imported transactions.Apex Password is your Tax ID (usually your social security number).You can also find this information on your tax form. Click "Settings" and then click "Accounts". You can find your account number by logging into your M1 Account and click the "Menu" button on the top right-hand side. Enter your account number in the “Apex User ID" field.Type “Apex” next to “Financial Institution” and select “Apex Clearing Corporation” from the drop-down.Click “Start” and “Other” for “What’s the financial institution on this 1099-B”.Click “Yes” for “Finished adding income?”.Select “Investments” and “1099-B Sale of stocks, bonds, mutual funds, and other securities”.Select “Federal”, then click on “Add income".If the total number of transactions in your 1099-B exceeds 2,200, TurboTax’s import function may not work. This will allow you to import up to 2,200 transactions from your 1099-B. If there are more than 500 1099-B transactions per return, we recommend utilizing the desktop version of the application. P lease note : TurboTax contains data import limitations. If you have more than one account number with a tax form - you will need to add each account individually. Your log in credentials will be the following: You will then be presented with a login screen.On the next screen you will need to enter “M1 Finance” into the field “I’m looking for” Select “M1 Finance” and then press “Continue”.You will then connect directly to the financial institution.
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