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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?

I only have bonds which I need to report from the Summary Form 1099-B
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3 Replies
AmyC
Employee Tax Expert

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?

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

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Michanel
New Member

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?

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 

MoniqueLO_
Expert Alumni

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?

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 
 

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