Question

IRA, 401(k), (1099-R) in this section it keeps saying needs review. i have reviewed it several times the numbers are right but it still says needs review?

Forum|Forum|4 years ago
February 7, 2022
1 reply
0 views

Turbo tax doesn't appear to be accepting or acknowledging the input of my 1099-R form

TurboTax Deluxe Online

To verify if your 1099-R was entered correctly, click on TAX TOOLS > TOOLS in the left menu pane.

On the pop-up menu, select 'View Tax Summary', then select 'Preview my 1040' in the left menu pane.

Check the amounts in Line 5a and 5b. If they are correct, then your 1099-R has been included in your return properly, even though the display says 'Needs Review'.

If so, you should be able to efile your return.

Please post again if you have any further issues or questions, or if your tax return is not correct.

Click this link for info on How to Enter 1099-R.

[Edited 2/8/2022 1:03 pm]

IRA, 401(k), (1099-R) in this section it keeps saying needs review. i have reviewed it several times the numbers are right but it still says needs review?

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