Northwestern Mutual 1099-B Import

Forum|Forum|1 year ago
March 4, 2025
2 replies
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I am having difficulties importing the 1099-B from Northwestern Mutual. After logging in, Turbotax indicates that the data has been imported successfully and I should return to Turbotax, but the data does not seem to have transferred and the only options are to skip import or try again. Advice would be appreciated.

BrittanyS

Level 12

Can you clarify if the information is showing in the tax return summary? To view the tax return summary follow these steps in TurboTax Online:

From the left rail menu in TurboTax Online, select Tax Tools (You may have to scroll down on the left rail menu.)
Select Tax Tools
On the drop-down select Tools
On the pop-up menu titled “Tools Center”, select View Tax Summary
On the left sidebar, select Preview my 1040

If using TurboTax Desktop, click forms and view to see if the 1099B forms have been included.

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JotikaT2

Employee Tax Expert

The issue with importing from Northwestern has been addressed and you should be able to proceed now.

First, make sure your program is updated. This can be done by logging into your desktop product. Select Online in the menu on the top, and then select Check for Updates.