Question

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

Forum|Forum|7 years ago
June 1, 2019
13 replies
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TurboTax Premier Mac

Employee

When I try to import from Northern Trust (Custody & Investment Mgmt only), I don't see anything about "document ID". It asks me for Tracking ID (at the bottom of Pg 1 of your Tax Information Statement, and which is 24 characters) as well as the SSN.

I don't know what you are looking at since I can't reproduce a screen that says "Document ID."

M

mesquitebean

Employee

Oh, wait. You said "download from the Northern Trust site." Please explain exactly what you are doing. Are you trying to get your actual tax form at the Northern Trust website, or are you trying to import the data into your TurboTax program during return preparation?

A

airbournejohn

I am trying to import the data from the 1099-R onto TurboTax form and your form will not accept my information. The Payer's Box reads:

The Northern Trust Company

Benefit Payment Services C-2N, 50 LaSalle St., Chicago, Illinois 60603

As Paying Agent for:

6716 NYEGP

AVANGRID INC.

NYSEG

[phone number removed]

N

NashayLO

@airbournejohn Are you getting an error message or a Review Error? When entering 1099-R information, make sure not to include any extra zeros or characters, such as periods and commas. You should leave out that dash, as well.

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S

sheelamAuthor

I aim trying to import data in turbotax form NorthernTrst site. It asks for Tracking ID tax info stunt (24 ch). at bottompage1 . All I see is Account Number which is less than 24 characters. Is it the same? Thanks

M

mesquitebean

Employee

It tells you to look at the bottom of Page 1 of your Tax Information Statement that you received from Northern Trust for a specific tracking number of specific length off of that statement. So that doesn't sound like an account number, or it would have said to enter an account number.

If you can't find that tracking number in your "Tax information Statement" paperwork, then you'll need to phone Northern Trust for assistance on finding it.

S

sheelamAuthor

Thank you

M

mesquitebean

Employee

You're welcome. Is there no 24-digit tracking number at the bottom of Page 1?

S

sheelamAuthor

None that I can find

M

mesquitebean

Employee

OK. Then they'll have to explain that. What kind of 1099 do you need to import? Depending on what it is, such as a 1099-R, it might be easier to just enter it manually than to spend a lot of time getting it to import.

S

sk8rfiero

Have the same issue. The info requested by Turbo is not on the information mailed to me by Northern

M

mesquitebean

Employee

@sk8rfiero
Those log-in instructions are the instructions from Northern Trust (Custody and Investment Management) only. I don't know what kind of account you are wanting to import from. There are some types of Northern accounts that cannot be imported from. There is also some fine print on that TurboTax screen that says:

"Please note, this import only applies to Northern Trust custody and investment management accounts(Form 1099).This import capability does not apply to brokerage accounts (NTSI), banking accounts, or Northern Funds accounts."