plchristopher
Returning Member

Get your taxes done using TurboTax

I also constantly get the "needs review" even when I am answering all questions correctly, per instructions on this page.  I talked to someone from TT last night, and all they did was go through the help boards just like I am doing.  Is this a software problem?  

 

I did notice that my 2020 figure in my summary indicates the full amount of the withdrawal, even though I chose three installments.  My return from last year has the one-third amount on line 11 as the "amount subject to tax."  I did a test and re-entered my 2020 1099-R, and the "needs review" went away, but then it also taxed me on the full amount of the withdrawal.  Help!