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
0 views

No text available

TurboTax Premier Mac

Show previous replies

Employee

See above discussion on locating the 24-digit Tracking ID on the Tax Information Statement from Northern Trust.

If it's not present, you'll need to contact Northern Trust for assistance.

Or if it's a simple 1099, you can enter it manually.

I am also having this trouble. They sent us a 1099-r, but that does not include a "Tax Information Statement" or a "Tracking ID". Why does turbo tax ask for that if all we receive is a 1099-r?

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

Employee

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.

**Say "Thanks" by clicking the thumb icon in a post**Mark the post that answers your question by clicking on "Mark as Best Answer"

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

need 1099-R

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.

**Say "Thanks" by clicking the thumb icon in a post**Mark the post that answers your question by clicking on "Mark as Best Answer"

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?