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M
m_paciotti
April 26, 2021
Question

1099-R Needs Review?

  • April 26, 2021
  • 2 replies
  • 0 views

I have entered my 1099-R multiple times, and it keeps saying it "Needs Review."  It's just a 1099-R, not a CSA, or anything else.  I've read some suggestions to delete the line, and re-add it.  I have tried that.  I have tried signing out, clearing my cookies and cache, signing back in, and re-entering.  I have tried Microsoft Edge and Google Chrome browsers.  I have tried a desktop browser, and a mobile browser.  I have entered the info manually.  I have used the "Take a Photo" option using my handheld device.  Every single time I try it, it says "Needs Review."  Any ideas?

2 replies

Critter-3
Critter-3
April 26, 2021

After entering in the 1099-R you must also complete all the follow up screens in that section ... if you have completed that and still have issues then contact TT support for assistance.    

Use this website to contact TurboTax support during business hours - https://support.turbotax.intuit.com/contact/

M
m_paciottiAuthor
May 7, 2021

My Box 16 is blank  The program made me enter a value.  I entered $0.00, and it seems to have worked.

    B
    BillM223
    May 8, 2021

    I take it that box 15 has something in it?

     

    TurboTax is programmed that if you have any entry in boxes 14, 15, or 16, then it makes you fill in all three.

     

    The issue is that some people who print 1099-Rs nonsensically put something in box 15 even when 14 and 16 are empty.

     

    When box 14 is empty, you don't need to enter anything for box 15 or 16.

     

    However, I doubt that your workaround will cause a problem.

    **Say "Thanks" by clicking the thumb icon in a post**Mark the post that answers your question by clicking on "Mark as Best Answer"
    C
    click2flush
    February 20, 2022

    Had the same problem and retried Many times. 

    Fixed after I entered 0's instead of blanks to match the paper form exactly.

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