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Does M1 integrate with Turbo Tax?

Yes, you can directly import all of your transactions into Turbo Tax. To import into Turbo Tax:

  1. Select Import from financial institution while in Turbo Tax
  2. Select Apex Clearing Corporation
  3. Your User ID is: 10-"Your M1 Finance Account Number" for example if your M1 Finance account number was 5QM03000 then your User ID would be 10-5QM03000.
  4. Your password is your Social Security Number or if your account is for an entity it is your TIN.

*M1 Finance is not affiliated with Turbo Tax

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