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February 26, 2022
Question

Why does the IRA 1099-R section keep saying Needs Review when I have already reviewed it?

  • February 26, 2022
  • 1 reply
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why would a section keep saying needs review

1 reply

February 26, 2022

Ensure that you have entered a distribution code for the 1099-R and all other information is entered exactly as it appears. Also, make sure that you answer any follow-up questions that will determine the federal and state taxability of the distribution. Once you enter all the follow-up questions and are returned to the Here's your 1099-R info screen, hit Continue and it will ask a few more questions related to all distributions. 

 

If you have answered all the follow-up questions and everything is entered as it appears on your 1099-R and it is still flagged with Needs review, try clicking on Federal Review. TurboTax will run an error check and if it still needs information on your 1099-R, it will tell you what is missing.