It seems like you're encountering an issue with TurboTax where the "Needs Review" status on your 1099-R information isn't resolving. Here are a few steps to address issue
- Answer Follow-Up Questions: Sometimes, TurboTax requires additional questions to be answered after entering your 1099-R information. Make sure you've completed all follow-up questions, especially those related to disaster distributions
- Edit the Entry: Change entry amounts that may round to 0 (i.e. 5 cents) to $1 to avoid the rounding error and creating a needs review flag
- Delete and Re-Enter the Form: If the issue persists, try deleting the 1099-R form and re-entering it manually. This can often resolve glitches.
- Delete the Form:
- Open or continue your return in TurboTax.
- Navigate to Federal > Income > IRA, 401(k), Pension Plan Withdrawals (1099-R).
- Click on the trash can icon next to the 1099-R entry to delete it.
- Re-Enter the Form:
- Click on Add/Edit (+) and follow the prompts to re-enter your 1099-R information.
- Run a Full Review of Federal & State : Conduct a full review of your tax return to see if any errors are flagged. This might help identify the problem
- To run a full review:
- In TurboTax, go to the Review tab.
- Follow the prompts to check for any errors or missing information.
- Address any issues that are flagged during the review process.
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