@Tscurlo2019
>But when I go back to TT...... there is no data and it's on the same window of "Get Forms".
This is EXACTLY what I saw. I changed browsers and it worked. I think TT supports Chrome and Edge. I had problems with FF and Brave. I also had to change my default browser 'cause TT grabs your default.
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2 things I would check: 1. Sometimes the financial institution puts out the pdf before they have the import data ready (though I would think by Mar 3 it should be ready) 2. Find out from NWM about the Pershing Clearing house. NWM should have that info readily available if that's the case. Maybe in a FAQ...?
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Most all of my info is ready but I am waiting to file until I get my K-1. I don't want to file an amended return again. That was NOT fun.
Good luck.
John
