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New Member
posted Jun 6, 2021 12:14:40 AM

I'm trying to link my WeBull account to TurboTax to import 1099, but it doesn't work. I tried 3 times. I entered my WeBull account number and SSN correctly.

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2 Replies
Level 15
Jun 6, 2021 12:55:22 AM

if you tried on a weekend it might just be that their server is down for maintenance. try the next day and Monday. if still having issues contact them. 

New Member
Jun 9, 2021 3:14:29 PM

I've tried on weekdays (morning, afternoon). It didn't work. 

Do you mean contacting WeBull or TurboTax? Pretty sure if I contact WeBull about this issue, they would say it's not their responsibility, and I should contact TurboTax. 

 

Entering the info manually is NOT an option since TurboTax software is NOT smart enough. There is no field for wash sale. There are only 2 fields for "proceeds" and "cost basis". Then TurboTax software calculates the gain/loss. Their calculation is wrong since it doesn't take into account Wash Sales Loss Disallowed. And I cannot make it correct due to software limitation. This is very frustrating.