topic Re: When I try to review my 1099-DIV, turbotax prompts me to enter my brokerage information in or... in Get your taxes done using TurboTax

When I try to review my 1099-DIV, turbotax prompts me to enter my brokerage information in order to re-import the document.

ethanabrooks — Thu, 11 Mar 2021 16:01:27 GMT

I can see that the imported information is correct. Mostly I just want to clear the "Needs review" flag.

Re: When I try to review my 1099-DIV, turbotax prompts me to enter my brokerage information in or...

AshleyLO — Mon, 15 Mar 2021 18:43:29 GMT

Please try logging out of TurboTax, clearing your cache and cookies and then logging back in to clear the "Needs Review" loop. If this does not work, please reach out for further assistance by calling in or filling out this form.

Re: When I try to review my 1099-DIV, turbotax prompts me to enter my brokerage information in or...

ethanabrooks — Wed, 17 Mar 2021 12:08:05 GMT

Hi Ashley, the issue was that the forms were populating all the fields as $0. Turbo Tax was assuming that the fields being $0 indicated that the forms needed to be re-imported. When I entered the $0 values manually, I was able to fix the issue.

Re: When I try to review my 1099-DIV, turbotax prompts me to enter my brokerage information in or...

sythe01 — Tue, 10 Feb 2026 03:42:32 GMT

I have the same problem, even on the desktop version. It seems like the zero dollar values in these documents is tricking TurboTax into thinking that the form needs to re-imported. If the only way to get around this is to manually enter the data, then what is the point?

Re: When I try to review my 1099-DIV, turbotax prompts me to enter my brokerage information in or...

PatriciaV — Tue, 10 Feb 2026 15:39:28 GMT

Importing forms is convenient but sometimes results in more work. TurboTax cannot control what information is imported, so if the source populates fields with zeroes when none are required, you will see "Needs Review" to prompt you to confirm the information is correct. You always have the option to skip the import (or delete what has been imported) and enter all information manually.

Re: When I try to review my 1099-DIV, turbotax prompts me to enter my brokerage information in or...

sythe01 — Wed, 11 Feb 2026 03:23:28 GMT

For me, it wasn't a matter of just having to manually review the import. When I clicked review, it simply prompted me to re-import, and never showed me the numbers. I would go back to screen will all of my documents listed (still with "needs review") and any document I clicked on, just prompted me to re-import again. I'm not sure what happened there, but I had to manually delete all of them, then re-import, and for whatever reason that worked.