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Written by Logan Robison on June 7, 2021
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Here's When Webull Sends Tax Forms

Tax time can be stressful for everyone as we try to determine what to expect from the IRS. While this is a potentially worrisome couple of months, it doesn’t need to be for your Webull account. Webull has a system in place to make sure you receive accurate and timely tax information before May 17th.

In order for you to properly file your taxes, you will be required to retrieve information from all accounts that are of financial consequence. Investment accounts such as Webull, Robinhood, Fidelity, and the like, are each required to provide you with information regarding your potential tax burden.

This article will explain what you can expect from Webull in terms of the timeliness of this tax information. For our full review on how Webull handles your tax information, check out this article.

What Is Webull?

Webull is a popular brokerage platform that allows users to invest in the stock market commission free. Investors on the platform tend to love the detailed analyses available and the market reports that are readily viewable on the platform.

Not only can users trade stocks on Webull, but they can also invest in cryptocurrencies, options, and participate in short selling. Users that are at the advanced or intermediate level tend to get the most utility from Webull.

For our full Webull review, check out this article. 

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When Does Webull Send Tax Forms?

Luckily, with all this confusing information surrounding tax time, Webull takes on all the pressure of collecting the necessary information. Webull will actually send you your tax forms! This means that, if everything goes smoothly, the only thing you will need to do is file your return with the IRS using the information provided by Webull.

Users should expect to receive their 2020 tax forms from Webull no later than February 16, 2021. Webull will send an email to the address registered with your account notifying you that your documents are available.

Upon receiving this notification, simply visit the website: https://www.webull.com/edocs and sign in with your username and password. Finally, click ‘Check Document’ and you are ready to go. You will be able to download your forms directly from the site.

The February 16 target date gives you an ample amount of time to review the information and then file it with the U.S. government. However, this will not necessarily be the exact date for future years. Be sure to check back to see when your tax documents will be available for the tax year 2021.

If you are unable to see your tax documents after February 17th 2021, you should contact customer service to inquire about your specific situation.

When Does Webull Send Tax Forms: Final Thoughts

If you are using Webull as your investment platform of choice, you don’t need to worry about obtaining the proper tax information. These details will automatically be uploaded to your account several weeks before the tax deadline. Remember, once these documents are available to view and download, you will receive an email notifying you of their availability. If your particular situation does not align with what you have read in this article, it might be a good idea to contact customer service well before the tax deadline.

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Article written by Logan Robison
Logan graduated with a degree in finance from Brigham Young University and currently works as a financial analyst for a large retailer. In his free time he loves to hike and camp with his wife and son. Logan is also heavily involved in real estate investing and owns rental properties in Utah and Arkansas.

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