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Level 2
March 20, 2025
Question

Northwestern Mutual is coming through as "It looks like you have no tax forms" which is false. How do I rectify?

  • March 20, 2025
  • 7 replies
  • 78 views
No text available

    7 replies

    Level 10
    March 20, 2025

    When you enter your bank login information, the software tries to connect to your bank to get your records. However, that is not always the case. You can contact your financial institution for a hard copy of your tax forms, or retrieve them as a PDF from your account and enter them manually. 

    mlhansen5Author
    Level 2
    March 20, 2025

    That is not a good answer.  My son was successful with his turbotax and his northwestern mutual import.  Northwestern Mutual has indicated this is a turbo tax issue.

    CatinaT1
    Level 15
    March 21, 2025

    There was an update last night that MAY have solved your issue. Make sure you have the most updated software and try again.

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