Not Able to Import Form 1099 from Citi Personal Wealth Management (Pershing LLC) into TT

[Inugasuki]

I was able to import Form 1099s from other financial institutions into TurboTax, but not one from CITIBANK/Citi Personal Wealth Management.  Is this a common issue for Citi customers?

[KatrinaLO]

Have you tried a different browser like Microsoft Edge or Google Chrome? Many people have stated using Edge and removing the pop-up blockers has helped. Please let us know if you are successful using a different browser.

You may need to contact customer service directly for assistance. Please see the following information here for more details.

[Inugasuki]

Thank you!

I am using  TT Desktop, not TT Online.

When I try importing Citi Personal Wealth Mgmt. 1099, the error message says: You may have entered the wrong User ID or password or your account may be locked.  When I try importing Citibank.com (Investment Accounts Only), the error message says: User id password combination incorrect.

Please let me know if there is anything else I can try.

Thanks again!!

[ChondelLO]

To help get you connected to the right person for assistance, please visit the link below for information on how to contact Customer Support.

How do I contact TurboTax? - Intuit

[Inugasuki]

Thank you!

Is this a known issue? Perhaps the Intuit side of the download is not working?? 

[CarissaM]

This is not a known issue. Were you able to give us a call so we can better look into this?

[Dontauditme]

Same thing happens to me.  It says username and password is incorrect.  I logged in several times before and after trying to import from Citibank/Turbotax so I know the username/password is correct.  Any updates on this?

[Inugasuki]

I gave up and entered manually.  If you were able to find out how to fix it, please let me know as I want to import directly next year.

[MoniqueLO_]

Please see What if I can't import my 1099? and be sure to review the Troubleshooting section 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. 

@Dontauditme 
 

[halac]

I am getting same error.   Were you able to import?

[CarissaM]

If you are still having trouble importing, please click here to contact us by phone. @halac 

[dublidu]

Same issue. I tried all the different versions of Citi (Wealth management, private bank, etc) and all gives errors. This also happened last year. 

[vcheung1217]

I called Citi they said you have to go to Profile, More Settings, and Apps with Account Access to give Turbo Tax access but I can't find an option to authorize it. Still trying to figure that portion out.

[MoniqueLO_]

If you have provided TurboTax account access within your Citi account and are still unable to import, please feel free to contact Customer Support so you can speak with a TurboTax representative who can assist you. 

@dublidu 

[abba123]

Same thing happens to me.  It says username and password is incorrect.  I logged in several times before and after trying to import from Citibank/Turbotax so I know the username/password is correct.  Any updates on this?