"when I'm finished with that financial institution's income, it comes back with a "Needs Review" red button"
So was this in the Review, or in the 1099-R interview?
On my test, I created a 1099-R from the OPM, but I did not get the same results (the Needs Review was for other reasons).
After you entered the 1099-R from the OPM but before you got the Needs Review, did you look at your 1040 to see if the income from the 1099-R was there? Was the amount reduced by the box 5 entry?
Can you see your output forms (i.e., have you paid for the return)? I want to know if the amount you originally entered in box 5 appeared on Schedule A as a medical expense.
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