In order to upload the brokerage 1099 into Turbo Tax, you will first need to create an Apex Clearing user ID and password. The instructions to do so are below:

Go to the Apex Clearing website at www.apexclearing.com.

1. Click the 👤 icon in the top right, and click Create User ID

You'll need to include your brokerage account number (with just the first 8 digits no dashes, otherwise, it won't work properly.)

To find your brokerage account number on the app:

1. Select the Account Icon 👤 in the top left

2. Look at the Account Details in the top corner

3. You will see your account number under your username

Once you've gone through the steps to create a user ID and password, there may be a one-day delay until Turbo Tax will recognize that login information. To upload the 1099, you will need to select Apex Clearing as the institution; NOT Public.com.