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posted Mar 26, 2025 9:35:02 AM

Why won't turbotax accept the sum for health insurance in box 5 of my federal annuity 1099 R?

This 1099-R after entering all the Information dozens of times says "Needs Review." Now it no longer says "Needs Review" finally. But when I check to see if it actually accepted the sum in box 5 it has not, despite múltiple attempts.

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1 Replies
Expert Alumni
Mar 26, 2025 1:21:27 PM

You can try deleting that Form 1099-R and then re-enter it manually.

 

Also, if you are using an Online version of TurboTax try logging out of the program and logging back in. You can also clear your cache and cookies.

 ‌Please click here for instructions on how to clear your cache. Please click here for instructions on clearing your cookies.

 

You may also try using another browser. Make sure to run all updates to your TurboTax Program. Click here for information on manually updating TurboTax.

 

To delete a Form 1099-R in TurboTax you can do the following:

  1. Continue your tax return
  2. Click on the Search icon at the upper right of your TurboTax screen
  3. Type "1099-R" in the search bar and hit enter
  4. Click on the link "Jump to 1099-R"
  5. This will take you to the 1099-R section of your TurboTax program.
  6. To delete the form, you can click on the garbage can next to it

To manually  enter a From 1099-R In TurboTax Desktop: 

  1. Select "Wages & Income" under the Federal Tab (in the Gray) bar across the top
  2. Select" I'll Choose what to work on"
  3. In your "Income Summary" scroll down to "Retirement Plans & Social Security"
  4. Click on "Start" or "Update" next to "IRA, 401(K), Pension Withdrawals (1099-R)"
  5. Click on "Add Another 1099-R"
  6. Select "I'll Type it Myself"
  7. Select the type of Form 1099-R you have, and Continue
  8. Enter your "Payer Name" and the rest of your Form 1099-R details

To manually enter your Form 1099-R In TurboTax Online:

  1. Open your return and select "Pick up where you left off"
  2. Select Wages & Income" in your left panel
  3. You will see the 1099-R's that you already entered 
  4. Select "Add/Edit" next to the 1099-R's
  5. Select "Add another 1099-R"
  6. Select "Change how I enter my form"
  7. Select "Type it myself"
  8. Select the type of form 1099-R you received (It'll be the first box "Financial Institution or Other Provider")
  9. Select "Continue"
  10. Enter your Payer Information and the rest of your Form 1099-R details

 

Click here for instructions on where to enter your Form 1099-R.

 

Click here for "How Do I View and Delete Forms in TurboTax Online"

 

Click here for "How to Delete Forms in TurboTax Desktop"

 

Please come back to TurboTax Community with any additional information or questions you may have and we will be glad to help you.