Ally Invest Clients
At Form8949.com, we help you minimize the time and expense of
complying with the tax reporting requirements related to your
stock trading activity.
If you use a Tax Pro, you can save your tax preparer time and save tax preparation fees.
If you use tax software, we can help you either
(1) import your data into H&R Block, TaxAct, or TurboTax or
(2) generate a PDF file for attachment
to your return.
All for as little as $12.00.
Open Financial Exchange (OFX) Server
hosts an OFX server
from which your 1099-B realized gain and loss information
may be retrieved by our program.
To retrieve information from their server,
you will need the following information:
Apex Account Number
Social Security Number
Regarding the above, they indicate:
To import your Ally Invest tax forms, enter your Apex account number (e.g. 38912345) in the first field and your social security number in the second field.
1099-B TXF DOWNLOAD
Ally Invest provides a downloadable tax exchange format file containing your realized gain and loss information.
Download this file and submit it for processing by our program.
- Go to My account > My account record > Maxit Tax Manager > Tax Reports
- Select Tax Year, Download Type TXF, Download Button.
If you have additional or newer information regarding
Ally Invest downloadable files,
please email us at