If you're having trouble with the "Needs Review" status for your 1099-R in TurboTax, and you've tried multiple ways to fix it, try deleting and re-entering the form. Here’s how:
- Open TurboTax and sign in to your account.
- Go to the magnifying glass at the top right of the screen.
- Type "1099-R" in the search bar.
- Click the jump link that appears.
- On the "Your 1099-R Entries" screen, select the trash can icon next to the 1099-R you want to delete.
- Confirm the deletion by clicking "Yes" on the next screen.
- Click the + sign to add and re-enter your 1099-R information by following the prompts.
