Unable To Connect Webull Financial For 2020 Tax Filing. Anybody ...

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• Unable to connect Webull Financial for 2020 tax filing. Anybody experiencing the same issue?

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Unable to connect Webull Financial for 2020 tax filing. Anybody experiencing the same issue? Topics:

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posted ‎February 11, 2021 11:52 PM last updated ‎February 11, 2021 11:52 PM 0 7 4,745 Reply Bookmark Icon Connect with an expert

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7 Replies davcs86 Level 1

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Unable to connect Webull Financial for 2020 tax filing. Anybody experiencing the same issue?

Same issue, getting 103 error.

‎February 12, 2021 9:29 AM 0 4,307 Reply Bookmark Icon BrandiLO Expert Alumni

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Unable to connect Webull Financial for 2020 tax filing. Anybody experiencing the same issue?

Can you please try connecting and ensuring you are typing in your credentials and not using autofill or copy and paste? If you continue to get the same error 103, please let us know.

**Say "Thanks" by clicking the thumb icon in a post**Mark the post that answers your question by clicking on "Mark as Best Answer" ‎February 12, 2021 6:01 PM 0 3 4,301 Reply Bookmark Icon harryua New Member

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Unable to connect Webull Financial for 2020 tax filing. Anybody experiencing the same issue?

Same here. I am manually entering my details. It ask me my Webull account number and SSN/Tax ID number, where I enter APEX Clearing's Federal ID number, because that is what provided on the 1099 form to me. Please let me know what else I should do? My own SSN doesn't work there either

‎February 13, 2021 4:31 PM 0 1 4,292 Reply Bookmark Icon abhil84 New Member

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Unable to connect Webull Financial for 2020 tax filing. Anybody experiencing the same issue?

Hi,

I tried entering the Account number received in 1099 form affiliated to Apex clearing. Also, i did enter my SSN in XXXYYZZZZ format and also in XXX-YY-ZZZZ format. I still cant get it to work.

Please check this at the earliest.

‎February 14, 2021 11:26 AM 0 4,285 Reply Bookmark Icon HeatherPLO Expert Alumni

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Unable to connect Webull Financial for 2020 tax filing. Anybody experiencing the same issue?

You may need to check your brokerage to see if they are allowing third-party access. Although the following Help Article is for Schwab, it is possible that your brokerage has restricted TurboTax's access to your statements unless you grant consent, and you might need to do something similar to what is described here How can I fix my 1099 import issue?

**Say "Thanks" by clicking the thumb icon in a post**Mark the post that answers your question by clicking on "Mark as Best Answer" ‎February 14, 2021 4:53 PM 2 4,281 Reply Bookmark Icon ddmoney New Member

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Unable to connect Webull Financial for 2020 tax filing. Anybody experiencing the same issue?

Select Webull Financial...NOT APEX CLEARING...use the Account number found at the top of page one of the Form 1099 Composite. (It is the top middle part just above your name. It is also at the top left of all of the other pages. (It says Apex Clearing just above it)...but this is your Webull account number. Your password will be your social security number with NO dashes.....Do this and your forms will load into Turbo Tax Correctly.

‎February 19, 2022 2:33 PM 0 1 3,708 Reply Bookmark Icon CarissaM Expert Alumni

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Unable to connect Webull Financial for 2020 tax filing. Anybody experiencing the same issue?

Thank you for this information @ddmoney.

**Say "Thanks" by clicking the thumb icon in a post**Mark the post that answers your question by clicking on "Mark as Best Answer" ‎February 19, 2022 3:23 PM 0 3,706 Reply Bookmark Icon

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