Citi Private Bank Clients
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
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to your return.
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1099-B Portable Document Format (PDF)
For tax year 2021, you may download your Citi Private Bank
file and submit it for processing.
If you have additional or newer information regarding
Citi Private Bank downloadable files,
please email us at