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I seem to be having issues in entering my 1099R, I uploaded the document and answered the questions but it still says it needs reviewed, is it ok to leave like that or is something wrong somehow

 
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3 Replies

I seem to be having issues in entering my 1099R, I uploaded the document and answered the questions but it still says it needs reviewed, is it ok to leave like that or is something wrong somehow

Delete the Form 1099-R and re-enter manually.

 

Enter 1099-r in the Search box located in the upper right of the program screen. Click on Jump to 1099-R

I seem to be having issues in entering my 1099R, I uploaded the document and answered the questions but it still says it needs reviewed, is it ok to leave like that or is something wrong somehow

I have tried manually several times and I still get the same results, honestly ive tried all 3 ways and I cant get it to go through

SamS1
Expert Alumni

I seem to be having issues in entering my 1099R, I uploaded the document and answered the questions but it still says it needs reviewed, is it ok to leave like that or is something wrong somehow

If you are working through the app, you may need to log into your TurboTax account at TurboTax.com.  Let start by deleting any 1099Rs that are currently in the account.

 After you have logged in and are in your return in TurboTax Online:

 

  • Go to Search at the top of the screen.
  • then enter Form 1099-R in the search box. 
  • You will see a Jump To function that will take you to the 1099-R input screens. 
  • There delete the 1099R in question by clicking on the trash can next to the form

After you have any 1099Rs deleted, lets log out and clear your cache and cookies.  Cookies are small files that temporarily store data on your computer. We use them to personalize your experience so you see information you already entered and not items that are irrelevant or repetitive.  On rare occasions, they may make your browser think you already did something that you still need to do. To fix that, you'll need to delete (clear) the cookies from your browser.
Each browser has a slightly different method for deleting cookies. Choose the browser you're using:

 

 

 

After everything is cleared, lets log back into TurboTax.com and try entering your 1099R again manually.  You can use the same methodology as the Delete but when we get to the 1099-R screens, we want to add.

 

The pandemic has affected your taxes in many ways. Including reporting in TurboTax the amount of stimulus money you received. Click Here for more information on how the Pandemic affected your 2020  taxes.

 

  

 

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