topic Re: 1099-R Needs Review? in Retirement tax questions

1099-R Needs Review?

m_paciotti — Mon, 26 Apr 2021 16:10:24 GMT

I have entered my 1099-R multiple times, and it keeps saying it "Needs Review." It's just a 1099-R, not a CSA, or anything else. I've read some suggestions to delete the line, and re-add it. I have tried that. I have tried signing out, clearing my cookies and cache, signing back in, and re-entering. I have tried Microsoft Edge and Google Chrome browsers. I have tried a desktop browser, and a mobile browser. I have entered the info manually. I have used the "Take a Photo" option using my handheld device. Every single time I try it, it says "Needs Review." Any ideas?

Re: 1099-R Needs Review?

Critter-3 — Mon, 26 Apr 2021 16:20:01 GMT

After entering in the 1099-R you must also complete all the follow up screens in that section ... if you have completed that and still have issues then contact TT support for assistance.

Use this website to contact TurboTax support during business hours - https://support.turbotax.intuit.com/contact/

Re: 1099-R Needs Review?

m_paciotti — Fri, 07 May 2021 17:59:05 GMT

My Box 16 is blank The program made me enter a value. I entered $0.00, and it seems to have worked.

Re: 1099-R Needs Review?

BillM223 — Sat, 08 May 2021 02:41:43 GMT

I take it that box 15 has something in it?

TurboTax is programmed that if you have any entry in boxes 14, 15, or 16, then it makes you fill in all three.

The issue is that some people who print 1099-Rs nonsensically put something in box 15 even when 14 and 16 are empty.

When box 14 is empty, you don't need to enter anything for box 15 or 16.

However, I doubt that your workaround will cause a problem.

Re: 1099-R Needs Review?

SteamTrain — Sat, 08 May 2021 11:32:19 GMT

If box 14 has a value, then box 15 must also be filled in.

AND

if box 14 has a value....many states require that box 16 be filled in with the value of box 1 or box 2a

(I would insist it's box 2a, or the federally taxable amount from box 1 when box 2a is empty or "undetermined".)

NY is especially picky about this and my state (NC) will back-fill box 16 with box 2a when the follow-up questions are properly answered about what the state distribution amount is. I would say that a value of 0.00 in box 16 would be quite rare, and probably wrong.....but that may depend on what state is involved.

Re: 1099-R Needs Review?

click2flush — Sun, 20 Feb 2022 19:12:46 GMT

Had the same problem and retried Many times.

Fixed after I entered 0's instead of blanks to match the paper form exactly.