I want to download the form NorthernTrust site . It asks for document id. Is it the same as account number ?

[hbaughma51]

Re: I want to download the form NorthernTrust site . It asks for document id. Is it the same as account number ?

[TerukoL]

As stated above: If you can't find the document number in your "Tax information Statement" paperwork, then you'll need to phone Northern Trust for assistance in finding it.

[gail1313]

I called Northern Trust and they said it's a TurboTax number it has nothing to do with them that is why it's not on the 1099

[rpsullivan05]

need 1099-R

[KrisD15]

No, 

the Account Number and Document ID are not the same. 

Both numbers may be listed on your paper copy of the 1099, although some issuers list the Document ID on a summary page included with your paperwork. 

Not all documents can be uploaded into the TurboTax software. 

If you need to enter a 1099-R, you can enter or type it in manually. Just select "I'll Type It In Myself" on the TurboTax screen and continue. 

[ShippeyMatthews]

Manually typing in the 1099-R info on TurboTax still requires the 24 character Tax ID number.  I called NTC and they have no such number, thus it is not listed on their 1099-R.  They recommend calling TurboTax as it might be something TurboTax has come up with.  ???

Did you ever find where to get such number?

[CarissaM]

It would be best to contact us by phone by following the instructions here. @ShippeyMatthews

[AnnaB53]

I'm being asked to enter a required 24 character Tracking ID and a SSN for The Northern Trust Company. There is no 24 character number anywhere on the 1099-R. The only choice given on your app is for 'Northern Trust Company (Custody and Investment Mgmt. Only)'. Is this the same as plain old 'The Northern Trust Company'? I don't recall having to enter this ID last year when filing my taxes. I spoke to The Northern Trust Company and they said they don't have a 24 character Tracking ID. And they certainly don't have a company SSN! They said that it must be some ID number that TurboTax uses. Can you help, please? I'm getting quite frustrated. Thank you.

[MarilynG1]

That 24-character ID plus SSN sounds like a Sign In to a financial account.  

It's definitely not a TurboTax thing.  

You may just want to enter your 1099-R manually.

Here's more info on How to Import 1099 Forms.

[AnnaB53]

Even when you enter it manually, it STILL requires a 24 digit tracking number! Can anyone answer this or instruct how to bypass this requirement?

[MichelleLO]

Please see the below TurboTax help article for assistance with importing your 1099.

What if I can't import my 1099?

If you continue to have issues please reach out to a TurboTax representative for assistance. 

What is the TurboTax phone number?

@AnnaB53

[scorplips]

Northern Trust has said there is no such number and to contact Turbotax!

[CarissaM]

Please follow the instructions here to import your 1099. 

If you are having trouble importing, please click here to contact us by phone. @scorplips 

[scorplips]

I did and she hung up on me yesterday!!!!!