Question

When I try to import my 1099-B from my WeBull, I don't see any detail in 1099-B after connect to my account. after I hit import the 1099-B disappear. any thoughts on why?

Forum|Forum|2 years ago
March 19, 2024
2 replies
0 views

after I connect my WeBull there are 3 forms (1099-B, 1099-DIV & 1099-INT), the other two are fine but there is not detail under 1099-B, then after I import I can only see the other two imported. WeBull said the data is normal and I didn't meet this issue when importing my wife's 1099-B

TurboTax Online

J

JamesG1

It sounds like there is no IRS form 1099-B information to report but the WeBull interface does not make that fact clear.

"I didn't meet this issue when importing my wife's 1099-B."

Were you told that you did not need the IRS form 1099-B? Or something else?

Are you able to view an IRS form 1099-B from WeBull? If so, you may be able enter the detail directly from the IRS form 1099-B. Or you may be able to upload a PDF file of the IRS form 1099-B.

Please clarify. If required, someone here will help you with the entry of the information.

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W

wxy2792Author

Hi there - yes I have a1099-B that I can download from WeBull.but when I try to import it it only has the total amount and showing nothing when I hit details, and then disappear after I hit import.

I am trying to avoid typing all transactions by myself as there are a lot, some of them also triggered wash sales. So I am trying to import the data. I am using the desktop version and do you know where can I upload my pdf? Thanks!

J

JamesG1

In TurboTax Desktop Premier version, you may elect to report summary information. If your brokerage statements include a summary of your transactions, grouped by sales category, for example, Box A short-term covered or Box D long-term covered, you will enter the summary info instead of each individual transaction. Follow these steps:

Click on Federal Taxes.
Click on Wages & Income.
Click on I'll choose what I work on.
Under Investment Income, select Start / Update to the right of Stocks, Cryptocurrency, Mutual Funds, Bonds, Other.
Click on Add More Sales.
At the screen OK, let's start with one investment type, select Stocks, Bonds, Mutual Funds and click Continue.
At the screen Let us enter your investment sale info, enter the broker information. Click Continue.
At the screen Which bank or brokerage is on your 1099-B, enter broker information.
Do these sales include any employee stock, click No.
Do you have more than three sales on your 1099-B, click Yes.
Do these sales include any other types of investments, click No.
Did you buy every investment listed on your 1099-B, click Yes. Click Continue.
At the screen Now choose how to enter your sales, select Sales section totals. Click Continue.
At the screen Look for your sales on your 1099-B, click Continue.
At the screen Now, enter one sales total, enter the information taking care to report the correct Sales section title. Click Continue.
At the screen Review your sales section totals, select Add another sales total to continue entering more sales section totals.
At the screen How do you plan on submitting your 1099-B to the IRS, you are instructed to mail a paper copy of the IRS form 1099-B to the IRS.

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T

Tina81

I had this exact problem. It would import my 1099-DIV and my 1099-INT from Webull Omnibus but the 1099-B would come though blank when using Brave as my browser. After trying everything, it finally worked when I used a different browser, I switched to Google Chrome and cleared the cache and when I enter my login info there it finally imported properly.