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Tax Form Corrections

We may issue you a new corrected Form 1099 for several reasons. Here are some of the most common cases:

  • You receive dividend or income adjustments from a company you own shares in;
  • The cost basis for positions received in an ACAT was later updated;
  • Your SSN number was updated after your initial Form 1099 was issued.

How do I correct an inaccurate social security number on my Form 1099?

If the social security number listed on your Form 1099 tax document is incorrect, please submit an updated W-9 as soon as possible via the Help Center on the Webull App to prevent backup withholding. You won’t be able to upload your documents into TurboTax until this is amended.

How do I correct an inaccurate TIN on my Form 1099?

Please contact Webull customer services via the Help Center on the Webull App. Our customer representatives will correct the TIN for you. After that, you will receive an email notification once the updated form 1099 with the correct TIN is available.

How do I correct a misspelled name on my Form 1099?

Please submit a request to update your name to the correct spelling via the Help Center on the Webull App. We won’t issue a new Form 1099 to you for this year, but we’d still like to verify the correct spelling of your name for next time.

Please include the following information in your request:

  1. A photograph of your valid, U.S. government-issued driver’s license or passport;
  2. A signed letter of instruction indicating that you’d like your name changed.

How do I correct inaccurate trade history on my Form 1099?

If you believe there’s a discrepancy on your Form 1099 tax document, please verify the information in the document with the following items:

  • Your Account Monthly Statements
  • Your Trade Confirmations

How do I report incorrect trade or dividend information on my 1099 tax documents?

If you believe your Form 1099 is inaccurate, please contact us via the Help Center on the Webull App with photographs of the account monthly statements and an annotated copy of your tax documents. Our customer representatives will verify the problems for you. If the tax documents were confirmed to be inaccurate, you will receive an updated form 1099.

Where will I find my corrected 1099 tax documents?

Once a corrected Form 1099 is generated, you will receive an email notification. You can go to Webull app or website to download the updated Form 1099 just in the same you download the previous tax documents.

Please make sure that you’ve filed your taxes in accordance with this updated information. This may require re-filing your taxes.

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