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March 12, 2025
Question

1099 R Needs Review

  • March 12, 2025
  • 1 reply
  • 0 views

I keep getting NEEDS REVIEW for my 1099R.

 

I have 2 1099R's. One comes OK; but the other one is NEEDS REVIEW.

 

I did all the suggestions, redo the forms etc etc. But one of them keeps coming NEEDS REVIEW.

 

Has to be a software glitch!!!

    1 reply

    March 12, 2025

    If all information is correct and you have answered all corresponding questions regarding Form 1099-R, one suggestion would be to delete it altogether and add it back again. 

    To delete a Form from your return, please follow the instructions on the links below
     

    How to Delete a Form on TurboTax Online


     

    How to Delete a Form on TurboTax Desktop


    ** If you are using TurboTax Online, try switching to a different web browser first before you do this. If you are using the Phone/Tablet app, try switching to a laptop or computer, or switch to a web browser within your phone.