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Get your taxes done using TurboTax
If you download a PDF copy of your WellBull 1099's, you can make an entry for the totals of 1099-Int/Div's manually in those section. If you're using TurboTax Online, you'll be able to attach a PDF of your 1099-B to your return.
If you're using TurboTax Desktop, here's How to Enter a Summary in Lieu of Individual Transactions.
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‎February 19, 2025
8:25 AM