Citi Personal Wealth Mgmt. Clients

www.citi.com

At Form8949.com, we help you minimize the time and expense of complying with the tax reporting requirements related to your stock trading activity.

If you use a Tax Pro, you can save your tax preparer time and save tax preparation fees. If you use tax software, we can help you either (1) import your data into H&R Block, TaxAct, or TurboTax or (2) generate a PDF file for attachment to your return.

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1099-B Portable Document Format (PDF)

For tax year 2020, you may download your Citi Personal Wealth Mgmt. Form 1099-B PDF file and submit it for processing.


If you have additional or newer information regarding Citi Personal Wealth Mgmt. downloadable files, please email us at support@form8949.com .