Importing 1099B from Northwestern Mutual

Forum|Forum|2 years ago
March 26, 2024
2 replies
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Using Turbo Tax, I am able to import my first account from Northwestern Mutual Investment Services, but my second account number does not appear. How can I access my other account number in Turbo Tax so that I can import this second account.

VolvoGirl

Employee

See if this helps. For Fidelity this user found a way here....

After I had downloaded from one account and the second one would not work, I looked at the Fidelity website and noticed that I was already logged in to my account (the one I had downloaded from). Turns out that TurboTax had not dropped the connection from the first account. I logged out of that one and tried to download the second account and I was presented with the login screen and could then download from the second account.

VolvoGirl

Employee

An employee posted....

If you have a single broker for multiple accounts, when selecting to add another account for the same broker: Clear cookies and then search for your broker via the search bar rather than clicking the broker icon. This should allow the screen to input account information and import the data.

JimUlrichAuthor

Thank you for the response. I must not know the Turbo Tax software as well as you. How do you clear cookies within the Turbo Tax software, or do I need to do this within my computer settings? Also, where is the search bar vs the broker icon on turbo tax?