TurboTax

File with experts
File your taxes
Experts at your fingertips

An expert helps with your taxes, or does them for you
TurboTax Expert Full Service

TurboTax Expert Assist

TurboTax Self-Employed
Prior year taxes
File myself
File myself
Do it yourself

We'll guide you step-by-step
TurboTax Do It Yourself

TurboTax Self-Employed

TurboTax Desktop
TurboTax Free

Activate your product

Prior year taxes
Business
Business
Business taxes

Get your T2 corporate return done right, your way
TurboTax Business

TurboTax Business Desktop
Tax situations
Tax situations
Tax situations

Find extra guidance for your big life moves
For investors

For 25 and younger

For self-employed

For new to Canada

For life changes
Resources
Resources
Resources

Explore tax tools, get tips, and read reviews
Personal income tax calculator

RRSP savings calculator

Learning hub

TurboTax support (FAQ)

TurboTax community
Pricing

Level 1

Question

It is not accepting my Webull account number

Forum|Forum|5 years ago
February 10, 2021
9 replies
0 views

What should I do. I'm using my phone. Should I be using a desktop?

TurboTax Premier Online

SForrestLO

Level 11

If you are not able to import your transactions into TurboTax, you can enter them manually. Here's how:

1) Once in your return, click Income & Expenses (top tabs)

2) Scroll down till you see Stocks, Mutual Funds, Bonds, Other

3) Follow the prompts to add in your sales

**Say "Thanks" by clicking the thumb icon in a post. **Mark the post that answers your question by clicking on "Mark as Best Answer"

cgcgdtc04sun

Level 2

But how to upload Webull crypto 1099. I converted to CSV but TurboTax is unable to read it

GeorgeM777

Level 11

TurboTax supports CSV files uploaded from these cryptocurrency services.

Bitcoin.Tax
BitTaxer
Coinbase
CoinTracker
CoinLedger
Robinhood
TokenTax
ZenLedger

Unfortunately, Webull is not on the list of cryptocurrency services compatible with TurboTax. There is the option to manually enter your cryptocurrency transactions. Here are the steps to follow to manually enter these transactions.

Sign-in to TurboTax, and open or continue your return
In the Wages and Income section under Investments and Savings (or Investment Income), select Start or Revisit next to Crypto (1099-B)
On the next screen, you may see Did you sell any of these investments in 2021? or Time to kick off your investments!, select either Yes or Okay!
On the We can make this faster screen, select Enter a different way, and then select Cryptocurrency on the following screen. If, instead, you’re asked to select an investment type, select Cryptocurrency
1. You’ll then see the Get ready to be impressed screen. Select Continue, then select Try another way
Select Type it in myself on the Select your crypto experience screen
On the Let’s enter your crypto tax info screen, search for your cryptocurrency exchange
On the Did you get a 1099-B screen, answer accordingly
1. 1. If you didn’t get a 1099-B, skip to step 11
Continue answering the interview questions to help us determine the best way to enter your transactions, then select Continue
Depending on your answers, we’ll recommend either entering your sales One by one or as Sales section totals
If you answered yes to getting a 1099-B in step 7, we’ll help you find your sales on your form. Then select Continue
Enter your sale information on the next screen, then select Continue
Review your sales information. Repeat these steps for any additional transactions.

**Say "Thanks" by clicking the thumb icon in a post. **Mark the post that answers your question by clicking on "Mark as Best Answer"

davcs86

Level 2

I have the same problem, Turbotax is not able to connect to my Webull account.

Entering data manually is not really a solution when it's supposed Turbotax has import for most banks/traders.

CarissaM

Level 15

Unfortunately if you are unable to import the information, the only way is to manually input it.

If you need additional assistance, please click here to contact customer support.

**Say "Thanks" by clicking the thumb icon in a post. **Mark the post that answers your question by clicking on "Mark as Best Answer"

CA38

Level 2

I had the same issue with TurboTax 2020 desktop. I was able to complete the import by selecting "Apex Clearing" as the institution.

I entered my 8-character webull account number as the username (even though it says to use 10 characters), and my SSN (no dashes) as the password.

Anoma

Level 2

I can't begin to thank you. So very much. Worked perfect. Odd that TurboTax couldn't sort this out before you did.

petar555

Level 2

I figured out the problem.

Webull will give you two different Accounts, use the one described at the very top of your webull tax document that you can download from Webull. This is different from the one you have in your monthly statements.

taxes0wl

Level 2

Use webull does not work. Use Apex clearing does not work. Please solve this issue.

Thanks!

TerukoL

Level 13

If you are not able to import directly from Webull or Apex Clearing, you may have to enter it manually. Are you receiving an error message when trying to import?

Please click How do I import my 1099? to learn more.

**Say "Thanks" by clicking the thumb icon in a post. **Mark the post that answers your question by clicking on "Mark as Best Answer"

joshaghani

Level 2

Same problem.

It is impossible to insert thousands of data manually. What solution do you offer here?

Thanks!

dljtracer9998

Level 2

finally got mine to work, the problem is they put a phone number that looks like an account number, use your account number on page 1 of 1099 at the top in the middle. select we bull, password is your social.

CarissaM

Level 15

Thank you for sharing how you got yours to work. @dljtracer9998

**Say "Thanks" by clicking the thumb icon in a post. **Mark the post that answers your question by clicking on "Mark as Best Answer"

jab5161

Level 2

By entering Account number is social others were able to get this to work?

srinaths

Level 2

Remember, when you download the form -- "[phone number removed]" is not your account number, it's their phone number 🙂 On Page 3 ( page 1 of apex document) - there is an 8-digit alpha-numeric code - look at the middle of the top middle of the page! This is your account number.

I just imported it without any issues.

CarissaM

Level 15

Thank you for providing the way that allowed you to import. @srinaths

**Say "Thanks" by clicking the thumb icon in a post. **Mark the post that answers your question by clicking on "Mark as Best Answer"

paul_thomas

Level 2

It looks like if i use APEX CLEARING it says 1099 is not available kind of message , my webull also gives similar message 1099 forms not available for Acc# . You buy turbotax for the quick import feature and thats not working in for 2022 version

MoniqueLO_

Level 10

Please feel free to contact Customer Support so you can speak with someone who can assist you.

@paul_thomas

O11v14

Level 2

I’m currently having this same issue. Did anyone come to a successful resolution??

MoniqueLO_

Level 10

If your Webull account number from your Webull Tax Document isn't working, you will need to contact Webull.

If you are using TurboTax Online, you may also want to try a different browser or try clearing out your browser's cache and cookies. Please see How do I delete cookies? and How to clear your cache for more information.

@O11v14

mike314

Level 2

Was not working for me either, until I realized that the 2nd and 3rd digits of the 8-digit Webull account number were the LETTERS "IO" and not the NUMBERS "10"!! Once I tried it with the letters, it worked perfectly.

gusjamie7

Level 2

I swear to God I could KISS you right now!! You are MY HERO!! THIS IS THE ANSWER! The account number is not 510XXXXX its 5IOXXXXX (five, Letter "I", Letter "O")

Thank you kind sir!!!