[Webull Omnibus] When will my tax documents be available?

All tax documents for the current year will be generated and delivered by May 31 of the following year. For example, your tax documents for 2023 will be generated and delivered by May 31, 2024. You'll be notified by email once your document is ready.

Please see the below scheduled delivery date for tax documents:

For Domestic Individual Accounts

For IRAs

For IRA account holders, you will receive a 1099R if you distributed funds from the account and will receive a 5498 tax form if you contributed to the account.

For Foreign Accounts

For Crypto Activity

If you ever held cryptocurrencies, you may receive an annual account statement for crypto activity of that year.

The crypto U.S. tax reporting documents are estimated to be generated and delivered by January 15th . You can view your crypto tax documents on both our website and on the mobile app.

How to Access Your Tax Documents？

You can access your yearly tax form directly from your mobile app:

1. Go to the Help Center.

2. Tap Tax Documents in Quick Access.

You can also access all of your tax documents on the Webull website at https://www.webull.com/edocs.

For Closed Accounts

If you have already deleted your Webull brokerage account but your Webull app account is still active, you can view your tax documents on our website only. You can login to the website portal using your original username and password at https://www.webull.com/edocs.

If you have deleted both your Webull brokerage account and Webull app account, you go to the website portal via identity verification at https://www.webull.com/edocs.

Why didn't I receive a tax document?

If you did not liquidate any positions and the dividends you received did not exceed $10 last year, then no tax forms will be generated for that year.

For IRA accounts, if you did not make any contribution (deposits) in 2023, there is no 5498 form to be generated. If you did not distribute (withdraw), you will not receive a 1099 R form.

Important Change

Customers that have elected e-delivery of their tax forms may notice that the delivering email address has been updated to taxreporting@webull.com.