[PDF] H&R Block Importing - Northwestern Mutual





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Downloading your tax data into the software assists you in automating the process information needs to be entered into specific fields in the H&R Block® 

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Only H&R Block helps customers ADD State download available only for clients who purchase and use H&R Block Tax Software or online tax preparation 

[PDF] H&R Block Importing - Northwestern Mutual

that the tax information imported from NMIS Online to your H&R Block Mutual ID and password and click on Continue to download your information

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[PDF] H&R Block Importing - Northwestern Mutual 78978_2hrblock_08.pdf

H&R Block Importing

It is important to understand that the tax information imported from NMIS Online to your H&R Block return may not include all of the information required for you to properly complete the investment

income portion of your federal and/or state tax returns. It is essential that you complete the H&R Block

Review processes in their entirety to ensure that all NMIS Online information is correctly reported to

the IRS and/or the state(s) to which you report.

Be sure to verify the information that you import with your own records in order to ensure accurate and

complete reporting of all required tax information on your federal and/or state tax return(s). Although

NMIS is providing the tax information import as an additional service, NMIS does not guarantee that the information provided is sufficient for tax reporting purposes, and NMIS is not liable for your reliance

upon or use of the import feature or the data provided through such feature. If you have specific

questions regarding the preparation of your tax return, contact your tax advisor, the IRS or the state(s)

to which you report. If you choose to import your investment information from NMIS, please follow the directions below.

This is a guide to assist only with the Import Your Tax Info in the Income portion of H&R Block. You will be presented with these screens once you have entered all of your tax information as well as your

personal information. If you have trouble with other sections of H&R Block, please contact H&R Block

directly.

Select Import 1099-DIV and select Finished.

Choose NMIS, LLC from the financial institution list on the ͞Import from Financial Institutions" screen.

Use your Northwestern Mutual ID and password and click on Continue to download your information. Follow the instructions listed on the screen if you have trouble.

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