topic Re: It is not accepting my Webull account number in Get your taxes done using TurboTax

It is not accepting my Webull account number

isabellamartinez — Wed, 10 Feb 2021 03:00:43 GMT

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

Re: It is not accepting my Webull account number

SForrestLO — Wed, 10 Feb 2021 18:42:58 GMT

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

Re: It is not accepting my Webull account number

davcs86 — Fri, 12 Feb 2021 17:28:30 GMT

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.

Re: It is not accepting my Webull account number

CarissaM — Sat, 13 Feb 2021 01:35:06 GMT

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.

Re: It is not accepting my Webull account number

CA38 — Mon, 15 Feb 2021 22:15:22 GMT

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.

Re: It is not accepting my Webull account number

taxes0wl — Tue, 16 Feb 2021 20:18:22 GMT

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

Thanks!

Re: It is not accepting my Webull account number

TerukoL — Fri, 19 Feb 2021 18:51:10 GMT

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.

Re: It is not accepting my Webull account number

joshaghani — Sun, 28 Feb 2021 00:58:24 GMT

Same problem.

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

Thanks!

Re: It is not accepting my Webull account number

CarissaM — Tue, 02 Mar 2021 18:09:14 GMT

You can also enter an overall total for long term and short term sales. Long term would be listed as one line item and short term would be listed as another line item.

Please click here for more information.

Re: It is not accepting my Webull account number

Anoma — Sun, 14 Mar 2021 02:30:01 GMT

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

Re: It is not accepting my Webull account number

petar555 — Tue, 06 Apr 2021 05:36:16 GMT

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.

Re: It is not accepting my Webull account number

wangcongzhou — Tue, 04 May 2021 08:21:22 GMT

I'm using the same account number but it doesn't work

Re: It is not accepting my Webull account number

KathrynG3 — Fri, 07 May 2021 19:25:05 GMT

It is best to reach out to Webull directly regarding the account number issue.

Before uploading, it is best to re-sort the columns to match TurboTax. From left to right, title your columns:

Service name (examples: Coinbase)
Asset name (examples: Bitcoin, Ethereum)
Date of purchase
Cost basis
Date of sale
Sale proceeds

For more information, see: Uploading Cryptocurrency in TurboTax Using Aggregator Services.

How do I import my 1099?

@wangcongzhou

Re: It is not accepting my Webull account number

sun3powers — Sat, 05 Feb 2022 18:53:29 GMT

IMPORTING FROM WEBULL DOES NOT WORK. PLEASE FIX!!!!!!

Re: It is not accepting my Webull account number

MichelleLO — Sat, 05 Feb 2022 21:15:46 GMT

So that we can better assist you, can you please provide specific details about the issue you are experiencing?

Are you receiving any type of error message when trying to import?

@sun3powers

Re: It is not accepting my Webull account number

cgcgdtc04sun — Sun, 06 Feb 2022 15:11:21 GMT

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

Re: It is not accepting my Webull account number

GeorgeM777 — Sun, 06 Feb 2022 21:53:59 GMT

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.

Re: It is not accepting my Webull account number

S-kaka — Wed, 16 Feb 2022 17:53:30 GMT

Webull says "Tax documents will be available for import through Turbo Tax by Feb 22nd". Try after 22nd of Feb, Thanks

Re: It is not accepting my Webull account number

JesterXR — Thu, 17 Feb 2022 14:46:19 GMT

You're missing the point, your (Intuit) system DOES NOT WORK, instead of throwing your hands up and saying, "well our system is broken so don't use it." why don't you actually FIX the underlying issue. Note that the same is happening with STASH. Inputting all the information correctly for both WeBull and STASH and both fail to connect saying I'm typing in information incorrectly. Also, per other's suggestions, I couldn't get the Apex Clearing "trick" to work. Intuit fix your system and stop telling us to "just import it manually."

Re: It is not accepting my Webull account number

JesterXR — Thu, 17 Feb 2022 15:35:34 GMT

@S-kaka, good call, thanks for that info. I haven't found where they say that on the site but I'll take your word for it and try again after that date.