What are you trying to do? You may need to contact them directly for assistance.
While Northwestern Mutual Private Client Services does have the ability to import your information directly into TurboTax as they have agreed to offer that service to you, TurboTax would have no way of getting your number for you.
Hi,
Thank you for replying. I'm trying to import my tax statement per the TurboTax instructions, but there isn't a 24 digit code where TurboTax says there should be one. Here is a screenshot of the page I'm on. Thank you.
I was choosing the wrong northwestern option. It wanted letters, not the full business name. It was in the fine print below the login.
The fine print below the login told me that I was choosing the wrong Northwestern option.
Hi,
thank you for replying. I’m trying to import my tax statement per the turbo tax instructions, but there isn’t 24 digit code where turbo tax says there should be one. Here is a screenshot of the page I’m on. Thank you.
What type of data are you trying to import? If it's 1099-INT/DIV, you can enter that info manually in those sections under Income.
Check the fine print below the Sign In to be sure you're in the right account. Here's more info on Northwestern Mutual Tracking ID.
You can also Contact TurboTax Support for more help.