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burmel56
February 11, 2025
Question

I'm working on a 1099-R and Investment co. is already listed and says "Needs Review". How do I update it? Not clickable. I don't want to "Add another 1099-R" do I?

  • February 11, 2025
  • 1 reply
  • 0 views
How do I review the 1099-r?

    1 reply

    J
    JamesG1
    February 18, 2025

    Are you viewing a screen like this?

     

    If so, click on the icon to the right to the right of the transaction.

     

     

     

    You will be presented with a series of questions about the IRS form 1099-R that determines how the income is reported.

     

    Answer the questions to reach here. 

     

     

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