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

[CarissaM]

Have you given the access within your Citi account to Intuit/Turbo Tax? @abba123 

[abba123]

Yes, but Citibank does not require such access approval. 

[citibank-import-not-working]

This is a real bug in Turbotax PC Desktop/CD install edition.

I wish they would treat this as a serious issue and investigate it

The Import feature does NOT WORK with regular Citibank accounts on citi.com

There seems to be a bug in the Turbotax Import code which cannot handle the newer security flows on citi.com website.

I can login to the website on a web browser Online Banking, Mortgages, Personal Loans, Investing | Citi.com but the same credentials don't work with Turbotax import function.

I have also tried this procedure/step:

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". 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 mechanism Turbotax is using for Citi.com accounts.

However, like I said, its still NOT WORKING.

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!

[MoniqueLO_]

Please contact Customer Support so you can speak with a TurboTax representative who can assist you.

@citibank-import-not-working 
 

[diladila]

any update in 2024? 

[Inugasuki]

I tried to "Manage Desktop Apps" on citi.com this year, but it still didn't work.  The Citi person I talked to said there are many who have the same issue.  

[RRNYC]

I have the same issue. My wealth manager thinks it should be fixed by the end of this week (03/08/24.) 

[CatinaT1]

If you are using TurboTax Online, try importing using a different browser.

See the following TurboTax Help articles for potential fixes:

• What if I can't import my 1099?
• How can I fix my 1099 import issue?
• How do I import my 1099s?
• How do I enter a large number of stock transactions in TurboTax?

[dublidu]

I figured out my situation. I usually login via citi.com because I also have a bank account with Citi. I registered a new login at https://investments.citi.com/pwm and I was able to import on TurboTax using that login.