1099R

DAJ2500 — Thu, 16 Jan 2025 12:41:51 GMT

Sorry I have tried all of those possibilities I can think of --I have had this same 1009R entry for many years on On line Turbotax Premium version and done without a problem. I entered this 1009R his time the Same way too but at the End it keeps saying " NEEDS REVIEW" . Some people believe that the Forms to enter 1099R for IRA Withdrawal are not ready yet--But No one seems to know for sure. Does anyone know? (Please if they are Not yet ready to complete Turbotax should Put a sign there that its Not yet ready to complete and to come back later ) . When all you get is a " NEEDS REVIEW" it makes you feel that you have not entered all the Info----but I have and I have done this form for many years. I just need to know in order to complete my tax return because you will Not be able to File with a "Needs review" there.

Re: 1099R

DawnC — Fri, 17 Jan 2025 22:39:24 GMT

There are follow-up questions in the retirement section that have to be answered after entering all of your 1099-Rs. Each 1099-R form has a set of questions, and then there is another group of questions that need to be answered before moving on to the next income type.

After reviewing the document entries, click on Continue (even if the Needs Review still shows) to answer the follow-up questions about disaster distributions. Usually once those questions are answered, the Needs Review will go away.

You may also try deleting the form and re-entering it if the issue persists.

topic 1099R in Get your taxes done using TurboTax

1099R

Re: 1099R