Category
About Us
Account & Login
Bank Transfer
Asset Transfer
Trading & Investing
Retirement
Documents & Taxes
  • Tax Documents
  • Cost Basis
  • Statements & Trade Confirmations
  • Other Documents
Webull Premium
Crypto
Promotions
Market Data & Analysis
Features & Navigation

How can I download my tax documents?

To access your tax documents on the Webull website:

1. Visit https://www.webull.com/edocs

2. Login or verify your identity if your Webull trading account is closed.

3. Verify your trading passwords after logging in.

4. Download your tax document.

image
image
image

To access your tax documents on the mobile app:

1. Tap the Webull icon in the bottom center.

2. Swipe to the Documents tab.

3. Scroll down to the Tax Document section.

image

To access the tax documents on the Desktop App:

1. Click on the Account tab.

2. Scroll down to the Account Management section.

3. Click on Tax Documents.

image

Please note the Crypto Year End Account Statement is available in both PDF and CSV file format. If you would like to use TurboTax to import your crypto trading data, please download the Crypto Statement as a CSV file for better compatibility.

Download the CSV file on our website/desktop app

Download the CSV file on mobile app

imageimage

The screenshots above are for reference only.


For additional assistance with uploading the statement to TurboTax, please see the following link: https://www.webull.com/help/faq/10526

Was this helpful?
Yes
No
Related Articles