Yes, you can directly import all of your transactions into Turbo Tax. To import into Turbo Tax:
- Select Import from financial institution while in Turbo Tax
- Select Apex Clearing Corporation
- Your User ID is your M1 Finance Account Number. For example if your M1 Finance account number was 5QM03000 then your User ID would also be 5QM03000.
- 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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