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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 just figured it out. Thank you for trying to help.
How did you figure it out?
I was choosing the wrong northwestern option. It wanted letters, not the full business name. It was in the fine print below the login.
How did you solve this?
The fine print below the login told me that I was choosing the wrong Northwestern option.
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