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kneadermann-turb
March 19, 2024
Question

How do I import from Citibank all documents? When I search I do not find it. I find 3 other Citi companies but now Citibank.

  • March 19, 2024
  • 2 replies
  • 0 views
I'm trying to use the IMPORT... feature to get all documents from my bank.

    2 replies

    SharonD007
    SharonD007
    March 19, 2024

    If you are referring to Citibank Banking, they are on our TurboTax Import Partner List to import 1099s and 1098s.  

     

    For more information and to check our list our partners, refer to the TurboTax article How do I import my 1099s?

     

    If this isn't what you are having issues importing, please clarify.

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    Z
    ZeroGee
    March 27, 2024

    Citibank Banking is listed online as a partner, but within the software itself- it is missing:

      CatinaT1
      CatinaT1
      April 1, 2024

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

      If you use the Brave browser, you have to turn off the Brave Shields.

       

      See the following TurboTax Help articles for potential fixes:

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      T
      taxmeplenty
      April 8, 2025

      I don't think it's possible. TurboTax supports importing from some Citi account types meant for wealthy people, but not regular Citibank accounts. You'll need to type your information in manually.

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