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When does Ally Invest send a 1099?
Ally says consolidated 1099 data is generally available to import into TurboTax by the middle of February. A separate mailing calendar is not on the help page.
Typical release
Verified Generally by the middle of February
Corrected forms
Unverified Unverified. We did not find a typical correction window on an official page.
Forms
Consolidated 1099 Verified
Ally says regular brokerage accounts with reportable dividends, interest, or sale proceeds receive a consolidated 1099. Reportable sales include bonds, mutual funds, options, stock, and other securities.
1099-DA Unverified
Not mentioned on the Ally Invest tax page we checked.
Tax software import
Verified means the broker or the software vendor says this firm’s forms can be imported. Unverified means we did not confirm it. This list is not a recommendation, and it does not cover wash-sale or cross-account reconciliation.
| Software | Status | What the source says |
|---|---|---|
| TurboTax | Verified | Ally says to import a 1099-B in TurboTax by choosing Apex Clearing Corporation. It says the data is generally available by the middle of February. |
| FreeTaxUSA | Unverified | No official import statement found. |
| H&R Block | Unverified | No official import statement found. |
| TaxAct | Unverified | No official import statement found. |
| Koinly | Unverified | No official import statement found. |
| CoinLedger | Unverified | No official import statement found. |
Tax software sites
These links open each company’s own website. A listed name is not a recommendation, and TaxFormWatch does not review wash-sale or cross-account reconciliation features.
Questions people ask
When does Ally Invest send a 1099?
Ally does not publish a mailing date on its tax help page. It says 1099 data is generally available for TurboTax import by the middle of February.
How do you import an Ally Invest 1099 into TurboTax?
Ally says to choose Apex Clearing Corporation, then use the 8-digit account number and the tax ID with no dashes. Ally notes third-party software can limit how many transactions download.
When do corrected Ally Invest 1099s arrive?
Unverified. Ally explains that corrections happen after issuers reclassify income, and does not give a typical window.
Sources
- Ally Invest taxes (Ally)