TurboTax HelpIntuitInstructions for uploading the Webull Omnibus tax form and Webull Financial tax form to TurboTax
SOLVED•by TurboTax•20•Updated April 17, 2023 Instructions for uploading Webull Omnibus tax form
- Sign in to TurboTax and open or continue your return
- Under Wages & Income, select Yes for Did you have investment income in 2022?
- To upload your Webull Omnibus tax form, search for Webull Omnibus
- Note: Webull Omnibus tax forms will display Webull Financial LLC in the top left corner of page 1 with Federal ID No: 82-1664890
- Sign in to your Webull Financial account to automatically upload your transactions into TurboTax

Instructions for uploading Webull Financial fully disclosed tax form
- Sign in to TurboTax and open or continue your return
- Under Wages & Income, select Yes for Did you have investment income in 2022?
- To upload your Webull Financial fully disclosed tax form, search for Webull Financial
- Note: Webull Financial fully disclosed tax forms will have APEX Clearing listed in the top left corner of page 1 with Federal ID No: 13-2967453
- Enter your Webull account number and Social Security number to automatically import your transactions to TurboTax

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