Accessing Tax Documents

How can I access my tax documents with Webull if my brokerage account is open?

To access your tax documents online, please use the following instructions on the Webull mobile app, website, and desktop applications:

App:

1. Tap Account (bottom center).
2. Upon account selection, tap Documents.
3. Under Tax Document, simply tap on the tax year to download your PDF.

Desktop:

1. Navigate to Account.
2. Within the Account Details widget, click Tax Documents.
3. Select your tax form under Securities Tax Documents.

Website:

1. Navigate to My Account.
2. Select E-Documents ➝ Securities Tax Documents.

What should I do if my brokerage, futures, or events account is closed and I need my tax documents?

If your account is closed and you no longer have an active login, please visit webull.com/edocs to access your tax documents. You will be required to enter personal information, including your name and Social Security number, to verify your identity and retrieve your forms. If your brokerage account is closed but you still have an active login, you can access your tax documents by following the steps outlined above.

What should I do if my crypto account is closed and I need my tax documents?

If your crypto account is closed and you no longer have an active login, please visit webullpay.com/edocs to access your tax documents. You will be required to enter personal information, including your name and Social Security number, to verify your identity and retrieve your forms.

Who issues my crypto tax form?

• Residents of New York, Guam, or the Northern Mariana Islands: Tax documents are issued by Bakkt.
• Residents outside of New York, Guam, or the Northern Mariana Islands: Tax documents are issued by Webull Pay and/or Bakkt. Depending on your account activity, you may receive two Forms 1099-DA for the 2025 tax year.

How can I access my crypto tax documents?

Once available, you can locate your tax documents on the website or mobile app. Please see the instructions below:

App:

1. Tap Account (bottom center).
2. Select your crypto account, then tap Documents.
3. Under Tax Documents, simply tap on the tax year to download your PDF.

Website:

1. Navigate to My Account.
2. Select E-Documents ➝ Crypto Tax Documents.