1099R Summary "needs review" message

Forum|Forum|4 months ago
March 3, 2026
2 replies
40 views

The page that shows 1099R summary, shows that I have multiple 1099Rs, all of them are flagged as "Needs Review", but there is no button to see/edit. When I go to forms view, everything looks fine, so I don't know what the software is trying to tell me.

Karis_F

Level 7

In TurboTax Desktop in the Step-by-Step mode, go to Personal Income>Retirement Plans and Social Security>IRA, 401(K), Pension Plan Withdrawal (1099-R).

Click on Update.

You will see a screen showing your 1099-Rs, with the ones that need Review highlighted.

Click on the pencil icon beside each 1099-R that needs review to get back into the 1099-R entry screens. Review your entries and answers to the questions about your 1099-R. Any missing item(s) should be highlighted in red.

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