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Malcom1
New Member

1099DIV entry for tax exempt fund shows "Needs Review". My entries are correct. Still get "Needs Review". Called help & couldn't resolve. What do I do?

My entries are correct.  There are 2 ways to enter and I have exhausted all options.  Couldn't resolve with TTax online help. Referred to another expert at TTax but line went dead.  I need help on this issue.
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3 Replies
EbonyA
Intuit Alumni

1099DIV entry for tax exempt fund shows "Needs Review". My entries are correct. Still get "Needs Review". Called help & couldn't resolve. What do I do?

The link below provides insight into form 1099DIV and the accurate reporting of it:

 

Form 1099DIV

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Malcom1
New Member

1099DIV entry for tax exempt fund shows "Needs Review". My entries are correct. Still get "Needs Review". Called help & couldn't resolve. What do I do?

That response didn't provide any new information and didn't even deal with the use of a 1099DIV when reporting tax exempt dividends into TTax in box 11 and AMT information in box 12, nor did it deal at all with my issue, viz, how resolve the "Needs Review" requirement.  Please reread my question and provide the helpful information.  Thanks,

KatrinaLO
Intuit Alumni

1099DIV entry for tax exempt fund shows "Needs Review". My entries are correct. Still get "Needs Review". Called help & couldn't resolve. What do I do?

If you are having issues and need assistance, please contact customer support. Please see the Customer Support phone number below:

https://ttlc.intuit.com/community/using-turbotax/help/what-is-the-turbotax-phone-number/00/25632

If you would like to reach out through our website, please see the TurboTax FAQ below for contact information: https://support.turbotax.intuit.com/contact/

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