4/19/2023 0 Comments Number for turbotax![]() ![]() "M1" refers to M1 Holdings Inc., and its wholly-owned, separate affiliates M1 Finance LLC, M1 Spend LLC, and M1 Digital LLC. M1 is a technology company offering a range of financial products and services. Sources believed to be reliable, including clients and third parties, but cannot guarantee the Privacy Policy and acknowledge receipt of allĭisclosure Library. You should consult your own tax, legal, and accounting advisors before engaging in any transaction.īy using this website, you accept our Terms of Use and 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.Select “Federal,” then select “Wages & Income”.The account number for each account will be displayed to the right of the account name. If you have further questions, please contact us. We know tax season can be overwhelming, so our Client Success team is here to help you. If you receive a corrected tax document, it may also take up to 48 hours to import the corrected data into TurboTax or H&R Block. ![]() If it has been more than 48 hours since your tax document has arrived, please contact our team and we will review your account. It may take up to 48 hours after a tax document is received for its data to be available to import into TurboTax or H&R Block. ![]() This article show s you how to find your M1 Invest account number(s) and how to connect your M1 account to y our tax software. M1 seamlessly integrate s with TurboTax and H&R Block tax filing software to allow you to import tax data from your Invest account(s). ![]()
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