It is not accepting my Webull account number

[isabellamartinez]

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

[SForrestLO]

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

[davcs86]

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]

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. 

[CA38]

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.

[taxes0wl]

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

Thanks!

[TerukoL]

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. 

[joshaghani]

Same problem.

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

Thanks!

[CarissaM]

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. 

[Anoma]

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

[petar555]

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.

[wangcongzhou]

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

[KathrynG3]

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

[sun3powers]

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

[MichelleLO]

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