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March 12, 2025
Question

CSA 1099R "needs review"

  • March 12, 2025
  • 1 reply
  • 0 views

I have already run several full reviews. It still earmarks CSA1099-R as “needs review.” I have downloaded the form, and entered the information manually, deleted it and reinstalled several times with no resolution.  All the entries are correct.  How can I bypass this issue and file my return with this 1099R?  I've spent almost 2 hrs. with no luck.

 

    1 reply

    SharonD007
    March 12, 2025

    Yes, you can bypass this. Select Done or Continue to move to the next section.   The Needs Review message won't stop you from e-filing.  If your return has errors that prevent e-filing, TurboTax will tell you the errors when you do the Federal and State reviews. 

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