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IRA, 401(k), Pension Plan Withdrawals section rm says "Needs Review" but it is completely filled out? How to eliminated message?

 
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1 Reply
SamS1
Expert Alumni

IRA, 401(k), Pension Plan Withdrawals section rm says "Needs Review" but it is completely filled out? How to eliminated message?

Did you make any changes after you initially entered the 1099R?  I would recommend deleting the 1099R and re-entering it manually into TurboTax.

 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
  • Then add a new 1099R and manually enter your 1099R.

At the financial services screens, click "Change how I enter my form" then "Type it myself"

 

You also might want to clear your browser 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:

Give that a try and it should clear the review issue with the 1099R you are trying to clear.

 

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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