topic I have a Form 1099-B from Citi Personal Wealth Management (Pershing LLC), and by mistake I erased that section. How can I bring it back to report it? in Get your taxes done using TurboTax

I have a Form 1099-B from Citi Personal Wealth Management (Pershing LLC), and by mistake I erased that section. How can I bring it back to report it?

deliamijares — Tue, 14 Apr 2020 19:17:23 GMT

I only have bonds which I need to report from the Summary Form 1099-B

Re: I have a Form 1099-B from Citi Personal Wealth Management (Pershing LLC), and by mistake I er...

AmyC — Tue, 14 Apr 2020 19:35:08 GMT

Return to the income section. Scroll down to Stocks, Mutual Funds, Bonds, Other. Then you can re-import or type it in again.

Re: I have a Form 1099-B from Citi Personal Wealth Management (Pershing LLC), and by mistake I er...

Michanel — Thu, 30 Mar 2023 20:23:05 GMT

I have difficulty in importing 1099b from citibank wealth management. I use the same login at citibank. but it return error: user id password combination incorrect.

but I noticed that the link TurboTax has was an incorrect one. So how can TurboTax correct the link to the right citibank account?

this is at March 2023

Re: I have a Form 1099-B from Citi Personal Wealth Management (Pershing LLC), and by mistake I er...

MoniqueLO_ — Fri, 31 Mar 2023 18:18:21 GMT

Please see What if I can't import my 1099? for instructions.

If you need additional assistance, please feel free to contact Customer Support so you can speak with a TurboTax representative who can assist you.

@Michanel