You should be able to continue your return if everything is correct even though it says "Needs Review". If you are e-filing your 2024 return, prior to e-filing, TurboTax will run a complete check of your return(s) and will bring attention to any errors that may prevent you from e-filing. The program will prompt you to make any necessary changes needed to e-file your return.
You could try logging out of the program, and clearing your cache and cookies. Please click here for instructions on how to clear your cache. Please click here for instructions on clearing your cookies.
You may also try using another browser.
Also, make sure that all updates have been run for your TurboTax program.
Click here for information on manually updating TurboTax.
You could also try deleting the Form CSA-1099 and re-enter it.
You can delete your Form 1099-R and then re-enter it as follows in TurboTax:
In TurboTax Desktop:
- Select "Wages & Income" under the Federal Tab (in the Gray) bar across the top
- Select" I'll Choose what to work on"
- In your "Income Summary" scroll down to "Retirement Plans & Social Security"
- Click on "Start" or "Update" next to "IRA, 401(K), Pension Withdrawals (1099-R)"
- Click on "Add Another 1099-R"
- Select "I'll Type it Myself"
- Select the type of Form 1099-R you have, and Continue
- Enter your "Payer Name" and the rest of your Form 1099-R details
In TurboTax Online:
- Open your return and select "Pick up where you left off"
- Select Wages & Income" in your left panel
- You will see the 1099-R's that you already entered
- Select "Add/Edit" next to the 1099-R's
- Select "Add another 1099-R"
- Select "Change how I enter my form"
- Select "Type it myself"
- Select the type of form 1099-R you received (It'll be the first box "Financial Institution or Other Provider")
- Select "Continue"
- Enter your Payer Information and the rest of your Form 1099-R details
Please come back to TurboTax Community with any additional information or questions you may have and we will be glad to help you.
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