Instructions for uploading the Webull Omnibus tax form and Webull Financial tax form to TurboTax 

Note: If your TurboTax navigation looks different from what’s described here, learn more.

Instructions for uploading Webull Omnibus tax form

1. Sign in to TurboTax and open or continue your return.
2. Under Wages & Income, select Yes for Did you have investment income in 2023?
3. 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.
4. Sign in to your Webull Financial account to automatically upload your transactions into TurboTax.

Instructions for uploading Webull Financial fully disclosed tax form

1. Sign in to TurboTax and open or continue your return.
2. Under Wages & Income, select Yes for Did you have investment income in 2023?
3. 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.
4. Enter your Webull account number and Social Security number to automatically import your transactions to TurboTax.