turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

hynnek
Returning Member

1099-R was entered correctly but still says it need review.

Why does my 1099-R from Defense Finance and Accounting Service still need review?
x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

4 Replies
DanaB27
Employee Tax Expert

1099-R was entered correctly but still says it need review.

Please try to go through the 1099-R section one more time and see if it will solve your issue:

 

  1. Click on "Search" on the top and type “1099-R” 
  2. Click on “Jump to 1099-R” 
**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

1099-R was entered correctly but still says it need review.

IF that doesn't do it....and if it was initially entered by a picture, or a drag-drop of the PDF

Then

Try deleting it and re-entering it entirely manually.....type it in yourself.

 

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*
hynnek
Returning Member

1099-R was entered correctly but still says it need review.

I've gone through it a dozen times or more to no avail. I've deleted it and re-entered it from scratch. I've even deleted the entire return and re-entered it. And I've talked to several people in customer service. Still says "Needs Review" -  Grrrr...

1099-R was entered correctly but still says it need review.

Almost impossible to troubleshoot it in this type of PUBLIC forum...I'll give it a try, but It'd be a shot in the dark:

 

1) Age related?  How old were you in 2021 and what is code in box 7 ?  (military can retire at a far earlier age than civilians, and that can cause problems)

2) State related?  What state is involved? And, is there any state withholding on box 14?

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*
message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question
Manage cookies