Uploading to TurboTax®

Webull has teamed up with TurboTax®

As part of the commitment to provide users added value, Webull has teamed up with Intuit TurboTax® to assist during the tax season. You can utilize TurboTax to automatically import your trade history directly into their software, and use the following link to claim a discount of 20% for TurboTax federal products: http://turbotax.intuit.com/affiliate/webull*

How do I upload my Webull Securities 1099 to TurboTax?

1. In TurboTax, go to the Wages & Income screen.
2. Select Stocks, Mutual Funds, Bonds, Other.
3. When asked, “Did you sell stocks, mutual funds, bonds, cryptocurrency, or other investments in 2023?” click Yes.
4. Enter “Webull” in the search bar when prompted to enter your bank name.
5. Choose Webull Financial for Apex Clearing accounts or Webull Omnibus from the options.
6. Proceed to import your 1099-B.

Please note, this import is limited to 20,000 transactions.

Still have questions? Please visit TurboTax Support Center.

Webull does not offer tax advice. For any questions about taxes, including how to file, we recommend speaking with a tax professional.

*Webull customers must claim this offer at http://turbotax.intuit.com/affiliate/webull to receive a discount of 20% on TurboTax federal products. This offer is available to Webull customers filing 2023 tax returns and cannot be applied with any other discount or offer. The offer is subject to all TurboTax offer terms and conditions and is subject to change without notice.