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posted Jun 13, 2021 2:17:27 PM

We've reviewed a 1099-R multiple times but it it still asks for a review. What do we do now?

On review of 1099-R info, we've reviewed one 1099-R multiple times, can't find why a Review  is still requested.  We've answered all the questions, double checked and triple checked but still get a Review request.

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Level 15
Jun 13, 2021 2:26:06 PM

I would try deleting that 1099R and renter it.

 

And ps.....If you edit or review a 1099R it does not keep your answers from before but resets them to the defaults. Then you have to go through and answer them all again.   So be sure to go all the way to the end of the 1099R section.  They are right unless you go back.