Why does my form keep asking me for 1099-r needs to be reivewed?

mmede24 · ‎February 5, 2021

Why does the form keep asking me to review my 1099R and I don't understand. This is not a 401-K or Roth. It is a pension from my employer.

LinaJ2020 · ‎February 5, 2021

I will suggest you to remove the Form 1099-R from the program. Here are the steps:

In TurboTax online,

1. Sign into your account, select Pick up where you left off

2. Select Tax Tools, click on the drop down arrow

3. Select Tools

4. Under Other helpful links, choose Delete a form

5. Select Delete next to the Form 1099-R and Continue with My Return

You will receive a Form 1099-R if you have taken distribution from your retirement plans. Due to Covid, IRS has offered special distribution options and rollover rules for retirement plans and IRAs. They also expand permissible loans from certain retirement plans. If you did not receive the form, you do not need to report it.

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