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Webull 1099 → Form 8949 CSV & TXF Beta
A Webull order-history download shows what you bought and sold, but not the cost basis, wash-sale adjustments and box assignments your Form 1099-B already works out. Use the 1099 PDF as the source: TaxForms reads it in your browser and gives you files for TurboTax and other software.
- Read in your browser: the file is never uploaded
- Each Form 8949 box is checked against the totals printed on the form
- Free preview and box totals check, no sign-up
Files are read in this browser tab and never uploaded.
What Webull gives you
- A consolidated Form 1099 PDF in the tax documents section of the app or website once it is issued for the year.
- Order and transaction history, which you can view or download for your own records.
- If you had options trades, they appear on the 1099-B like other sales, each with its own description line.
Turning it into a tax report
- Download the consolidated 1099 PDF from Webull and drop it into the box above. TaxForms finds the short-term and long-term sections (boxes A, B, D and E), reads each lot, and keeps wash-sale adjustments as code W.
- It then adds up every box and compares the sums with the totals printed on the form, to the cent. A red line means something didn't match and you should compare that section with the PDF.
- Downloads: a Form 8949 CSV, a TXF file for TurboTax Desktop, and an Excel workbook with a box totals sheet. TurboTax Online doesn't take a stock-sales CSV, so for Online use the per-box totals from the totals panel.
- Broker menus change from year to year, so if a menu name differs, search the broker's help centre for "tax documents" or "export".
Example: an options lot and a stock lot with no basis reported (box B)
| Description | Acquired | Sold | Proceeds | Cost basis | Box | Note |
|---|---|---|---|---|---|---|
| NVDA 07/18/25 C 120 | 07/01/2025 | 07/10/2025 | 412.34 | 285.66 | A | |
| XYZ 100 sh (transferred in) | VARIOUS | 03/03/2025 | 2,310.00 | B | basis missing |
Where the form shows no basis, TaxForms leaves it blank and marks the row so you fill it in from your records. Figures are made up for illustration.
FAQ
Is my Webull file uploaded?
No. It is opened inside your browser tab and the output files are built there. Nothing about your account or trades is sent to us.
Does the TXF include rows with no cost basis?
No. Lots without basis are left out of the TXF and listed so you can enter them yourself; they still appear in the CSV and Excel files.
What does the free version include?
Every row in the preview and the full box totals check, free. Downloads include the first 10 rows of each file. A TaxForms pass ($12 once, valid until October 15, 2027) or CleanStatement Pro unlocks every row.
Is this tax advice?
TaxForms is a file-conversion and arithmetic-check tool. It is not tax advice, doesn't calculate cost basis, and doesn't prepare or file your return. Check every figure against your original forms, and ask a tax professional if you're unsure how something should be reported.
TaxForms is a file-conversion and arithmetic-check tool. It is not tax advice, doesn't calculate cost basis, and doesn't prepare or file your return. Check every figure against your original forms, and ask a tax professional if you're unsure how something should be reported.
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