Is there a problem with the turbo tax program regarding 1099R? Keeps saying it needs review but it doesn't

[Leona353]

I have the exact same problem.  Ive entered all info for my 1099R, then I get Needs Review message asking how much of this was for insurance premium. I enter the info over and over, Ive delete and re entered manually....still get Needs Review message. PLEASE FIX

[DawnC]

You can click past the Needs Review message.  It does not prevent e-file.   You will go through a Complete Check before you file that will catch any errors.  So, for now, ignore the needs review message.   @Leona353 

[nixxy311]

Hi.  My issue was that I was entering my 1099-R as a CSA (which it IS) but removing and entering it as the Financial actually resolved the issues.   It may be a glitch in the system.

[Nubbsnelson]

I keep getting told to revisit one of our 1099R forms.  It asks what type it is.  It's a pension plan.  So I matked it as Other.

[Nubbsnelson]

I went in and deleted the bone 1099R and re-entered everything manually.  Still tells me to review because of an issue

[DoninGA]

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@Nubbsnelson wrote:

I keep getting told to revisit one of our 1099R forms.  It asks what type it is.  It's a pension plan.  So I matked it as Other.

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There is no Other for a Pension plan distribution.

There is only  -

Form 1099-R

Form CSA-1099-R

Form CSF-1099-R

Form RRB-1099-R

Or a checkbox for a substitute 1099-r

To enter, edit or delete a form 1099-R -

Click on Federal Taxes (Personal using Home and Business)
Click on Wages and Income (Personal Income using Home and Business)
Click on I'll choose what I work on (if shown)
Scroll down to Retirement Plans and Social Security
On IRA, 401(k), Pension Plan Withdrawals (1099-R), click the start or update button

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

Online editions -

On the screen Did you get a 1099-R in 2024? Click on Yes

On the screen Let's import your tax info Click on Change how I enter my form
On the screen How do you want to add your 1099‑R? Click on Type it in myself

On the screen Who gave you a 1099-R? select the type of 1099-R you received and Continue

[M1WV]

Originally was informed it would be fixed by 03/20.  Do you have any update?

[DoninGA]

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@M1WV wrote:

Originally was informed it would be fixed by 03/20.  Do you have any update?

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TurboTax normally updates their software on Thursday's.  So check back tomorrow, 03/21/2025

[Retrograge]

I had this issue and was unable to do the annuity part. Had to contact their professional advisor who after a prolonged struggle managed to get the information into the system. I got billed $300 , could have done it cheaper as this issue is the only complication in my uncomplicated tax return.