I see your question about Turbotax Import from Citibank is from one year ago. Well, it looks like in 2023, they have not fixed this issue.
I have previously posted in another thread about how the Import feature failing on Citi.com. I wish someone from Turbotax would send this to their developers for attention.
I wish they would treat this as a serious issue and investigate it.
There seems to be a bug in the Turbotax Import code which cannot handle the newer security flows on citi.com website.
Their Import feature works for all the 4 banks/brokerages which I use EXCEPT Citi.com
The Import connection to Citi.com is either non-functional or the steps to enable this feature is not well described step-by-step.
Here's what I posted previously, where I attempted another procedure:
On your browser, first Iogin to Citi.com. After you've logged in, go to Profiles, click More Settings.
Now you will see a "Security" section the center column. Click on Manage Desktop Apps. Click on the blue button on the bottom of the page, "Allow Access". Click Continue. Now, a "Timer" for 10 minutes will start.
You have to go back to Turbotax Desktop/PC app and try the Import procedure all within the 10 minutes.
I believe this is the correct mechanism Turbotax is using for access into Citi.com accounts.
However, like I said, its still NOT WORKING. Something is still non-functional, but the logic appears to be plausible.
I have successfully Imported 4 other Broker accounts/Vendors but it just doesn't work for Citi.com
Turbotax devs, pls fix this Citi.com Import bug!
