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Level 1

Question

1099R section problem

Forum|Forum|5 months ago
January 26, 2026
1 reply
51 views

In the 1099R summary section, I cannot enter any data. I have several financial institutions for which I would like to enter data, and the screen only shows each one with a "Needs Review". If I continue, Turbotax just asks me a couple or three questions and then I am out of this section. I have updated turbotax, cleared my windows cache, etc. What else can I do?

Thanks.

Level 15

I'm not sure if you're Online or using Desktop.

I will focus Online.

If you start at Wages & Income
IRA, 401(k), Pension Plan Withdrawals (1099-R) [Add/Edit]
Use the pencil on the right to Edit your postings

On Desktop

Under Federal
Wages& Income
[I'll choose what I work on]
Scroll to Retirement plans and Social Security
Select IRA, 401-K ... [Update]
Click the pencil to Edit a record

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