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N
nhbitt
March 8, 2025
Question

How do I clear the Needs Review on my CSA-1099-R form?

  • March 8, 2025
  • 1 reply
  • 0 views
I have tried several times to reenter, double check all entry, but it won't accept any of my forms. I think this is a bug?

1 reply

SteamTrain
SteamTrain
Employee
March 8, 2025

@nhbitt 

 

If you entered it initially by uploading a Picture, or PDF of the CSA-1099-R?

Then you should delete the entire form.

...then re-enter it entirely manually by typing in everything.

 

...Don't upload a picture of PDF of any tax form....if you can't get an "import" that comes directly from the provider's computers, you should just type in the data.

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*
N
nhbittAuthor
March 8, 2025

I deleted and entered manually and that did not work either.  Thoughts? 

SteamTrain
SteamTrain
Employee
March 8, 2025

 

Nope...without actually seeing what the issue is by sitting with you...no idea, other than Customer Support:
How do I contact TurboTax?

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*
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