- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Investors & landlords
Here is what WeBull says about TurboTax: (nothing manual BTW!)
"Webull Securities 1099
1. In TurboTax, go to the Wages & Income screen, then select Stocks, Mutual Funds, Bonds, Other
2. When asked “Did you sell stocks, mutual funds, bonds, cryptocurrency or other investments in 2021?” click Yes
3. Type “Webull” in the search bar when asked to enter your bank name, then choose Webull Financial
4. Now you can go ahead and import your 1099-B
This import is limited to 10,000 transactions.
Still have questions? Contact TurboTax Support"
February 15, 2022
7:06 PM