Webull Tax Documents (Explained): How To Access & Download

Last Updated on September 5, 2022 by Harrison Brown

Are you looking for information on how to access your Webull tax documents? In this post, we will walk you through accessing your tax documents from Webull and when you can expect your forms to be available. Remember that this process may vary depending on the year you are trying to obtain your documents and if you have an active account with Webull.

How To Access Your Webull Tax Documents?

Mobile Device:

Access Webull Tax Documents
Access Webull Tax Documents On Mobile
  1. Open the Webull app
  2. Navigate to the home page
  3. Tap documents
  4. Select the “Tax Document” section
  5. Download and view your tax report

Desktop Computer:

Access Tax Documents On Desktop
Access Webull Tax Documents On Desktop
  1. Login on the official Webull website
  2. Navigate to the E-Documents page
  3. Authenticate with your trading password
  4. Download and view your tax report

Does Webull Report To The IRS?

All brokerages are legally obligated to report to the IRS. For Webull, this means that they will provide the IRS with tax information if you have earned over $600 in dividends or interest in a calendar year. If you have not yet reached this threshold, then Webull will not provide the IRS with your information.

When Does Webull Release Tax Documents?

Webull will release tax documents (Form 1099) as soon as they are available from the exchanges. For most users, this is in early February. However, it can take up to late February or early March for all forms to be completed and released. Webull will also email you and send a notification on the app when your documents are ready to be downloaded.

You will also receive paper documents sent to the address on file during your account setup if you had over $600 in dividends or interest and did not consent to receive electronic forms.

What Tax Documents Does Webull Provide?

Webull provides a consolidated Form 1099, which includes forms 1099-B, 1099-DIV, 1099-INT, and 1099-MISC.

1099-B: This form reports information related to the sale of securities such as stocks, bonds, and mutual funds.

1099-DIV: This form reports information related to any dividends or capital gains distributions that you have received from your investments.

1099-INT: This form reports information related to any interest that you have earned from your investments.

1099-MISC: This form reports information related to any miscellaneous income that you have earned from your investments. This can include things such as royalties, Webull stock referrals, and more.

How To See Capital Gains On Webull

Webull Access Profit And Loss
Access Profit And Loss Within The Webull App
  1. Open the Webull app
  2. Navigate to the home page
  3. Select P&L
  4. Choose a specific timeframe
  5. See your total profit and loss from trading, dividends, and more

Bottom Line

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Remember that all brokerages are legally obligated to report to the IRS, so if you have earned over $600 in dividends or interest in a calendar year, Webull will provide the IRS with your information. If you have not yet reached this threshold, then Webull will not provide the IRS with your information. If you happen to lose money in the stock market, it also may be worth it to report your losses to the IRS so you can save more on taxes.

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