topic Import documents from Citi Personal Wealth Management has not been working for years when it could be fixed in Get your taxes done using TurboTax

Import documents from Citi Personal Wealth Management has not been working for years when it could be fixed

lizwfw — Tue, 03 Feb 2026 15:51:49 GMT

Does anyone know?

Re: Import documents from Citi Personal Wealth Management has not been working for years when it ...

VictoriaD75 — Wed, 19 Mar 2025 23:55:55 GMT

Citi Personal Wealth Management is one of the Intuit import partners. How many transactions do you have to import? Which version of the software are you using?

How do I import my 1099s?

How do I enter a large number of stock transactions in TurboTax?

@lizwfw

Re: Import documents from Citi Personal Wealth Management has not been working for years when it ...

lizwfw — Thu, 20 Mar 2025 01:54:59 GMT

In previous years, I could only import CitiBank 1099INT, have not once successfully import any of 1099DIV, 1099B from Citi Personal Wealth Management. But this year I could NOT even import 1099INT.

Tried number of times this years, it could connect with Citi Personal Wealth Management Accounts, but message comes out ERROR and requested try again few hours later - it repeats.

I am using TurboTax Premium.

Re: Import documents from Citi Personal Wealth Management has not been working for years when it ...

JamesG1 — Thu, 27 Mar 2025 14:49:16 GMT

You may enter the summary information instead of each individual transaction. Create a .PDF of the IRS form 1099-B to upload into TurboTax Online. Follow these steps.

Down the left side of the screen, click Federal.
Down the left side of the screen, click Wages & Income.
Click the down arrow to the right of Investments and Savings.
Click to the right of Stocks, Cryptocurrency, Mutual Funds, Bonds, Other (1099-B).
Click Add investments.
On the Let's import your tax info screen, select Enter a different way.
On the OK, let's start with one investment type screen, select Stocks, Bonds, Mutual Funds, then Continue.
At the screen Which bank or brokerage, enter the information. Click Continue.
Do these sales include any employee stock, enter No.
Do you have more than three sales, enter Yes.
Do these sales include any other types of investments, enter No.
Did you buy every investment listed, enter Yes. Continue.
On the screen Now, choose how to enter your sales, select Sales section totals. Select Continue.
At the screen Look for your sales on your 1099-B, select Continue.
You will now be able to enter the total proceeds (sales) and cost basis, along with the sales category. Refer to your IRS form 1099-B, IRS form 8949 and / or Schedule D Capital Gains and Losses for the amounts and category. When finished, select Continue
You can add additional sales totals by selecting the Add another sales total on the Review your sales section totals screen.
When completed, close the record and click Continue.
At the screen Now, we'll help you upload your 1099-B since the IRS requires a copy, browse and select your document. Select Continue.
When you upload your document, your filing instructions will not show that anything needs to be mailed in, and no IRS form 8453 will be generated.