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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!
‎April 5, 2022
11:47 AM