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How do I add 2 stock accounts for myself and spouse? System only allows one.

Cannot add 2 1099 from different Webull accounts.
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2 Replies

How do I add 2 stock accounts for myself and spouse? System only allows one.

I have not checked this out but problem might be that you used same verbiage for both accounts so TurboTax can’t differentiate between them. For one account call it Webull followed by the last 4 digits of your account number and for the other use Webull followed by the last 4 digits of her account number. 

How do I add 2 stock accounts for myself and spouse? System only allows one.

there really shouldn't have been an issue. the login requires an account number which would have to be different if there are two accounts and a tax ID number which would likely be different if one a/c is yours and one is hers. if you continue to have problems contact them. they should know the procedure if it is possible to import two different accounts.

 

 

 

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