topic Can you help me move forward in filing? I only have one 1099R . The information was entered from Cetera but it shows review is needed. in Retirement tax questions

Can you help me move forward in filing? I only have one 1099R . The information was entered from Cetera but it shows review is needed.

ddolan761 — Sun, 01 Mar 2026 05:10:32 GMT

Re: Can you help me move forward in filing? I only have one 1099R . The information was entered f...

ReneV4 — Sun, 01 Mar 2026 17:10:31 GMT

If you would like to review your imported 1099-R manually to review and/or edit, you can follow the instructions below.

Go to Wages & Income on the left panel within your TurboTax account
Click on the Review to the right of IRA, 401(k), Pension Plan Withdrawals (1099-R)
Click on the pencil to the right of your 1099-R to review/edit it
Continue through the questions until you reach, "Enter your 1099-R details from _"
Enter the information from the original Form 1099-R that you received
Ensure the details from your Form 1099-R are correct checking for which Distribution Code was used in Box 7 (or review if imported), then Continue

Alternatively, if that does not resolve any error messages you are receiving, you can delete the imported Form 1099-R and re-enter it manually by following the above steps, but using the trash can icon (to the right of your 1099-R) instead of the pencil at step number 3 above.

After deleting, click outside of the Wages & Income section (such as on Deductions & Credits) before going back to Wages & Income to re-enter the Form 1099-R following the above steps.

Re: Can you help me move forward in filing? I only have one 1099R . The information was entered from Cetera but it shows review is needed.

VolvoGirl — Sun, 01 Mar 2026 17:21:28 GMT

FYI - One thing to know is if you go back to edit or view a 1099R entry it resets all the answers to the default and you need to go though ALL the questions again all the way to the very end of the retirement section, keep continuing. They are right unless you go back.

And if you entered using Forms mode you should also go though the interview steps to catch any followup questions that need answering.