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Level 3
posted Feb 14, 2022 10:02:14 PM

WeBull Form 1099 Composite not importing - 2021 Home and Business Desktop

When trying to import my Form 1099 Composite from WeBull I get the following error "Webull Financial: 1099 forms not available for [5NZxxxxx] (where xxxxx are the last 5 digits of my account). Manually entry is not an option, so please do not waste everyone's time answering to enter it manually!!!

0 6 4254
6 Replies
Intuit Alumni
Feb 15, 2022 5:51:25 PM

You can enter an overall total for long and/or short term sales of stocks bonds and other investment type transactions.  Long term would be listed as one line item and short term would be listed as another line item.

 

See our FAQ on how you can enter a large number of transactions into Turbo Tax.

Level 3
Feb 15, 2022 6:43:12 PM

The reason I invested $80 in the 2021 TurboTax Home and Business was to not enter information manually.

 

How about TurboTax fix the problem by communicating with WeBull so they can resolve the issue?

Level 3
Feb 15, 2022 7:06:38 PM

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"

 

Level 3
Feb 22, 2022 9:29:34 AM

This function is now working as of 02/22/2022.

New Member
Mar 11, 2022 8:29:47 PM

Turbo tax flags the entry when I try to input the totals sections for some reason this is very annoying. I have 50 transactions I really don't want to input manually

Expert Alumni
Mar 15, 2022 6:55:01 PM

If you're using TurboTax Online, try closing the program, clear your Cache and Cookies, and revisit the section.

 

You may want to delete any imported data first.

 

A manual summary entry only requires two lines.    

 

@123123123123