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hedgie
Returning Member

1099R Summary "needs review" message

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.

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2 Replies
Karis_F
Employee Tax Expert

1099R Summary "needs review" message

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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hedgie
Returning Member

1099R Summary "needs review" message

There is no pencil icon, just an orange box that says "needs review" next to my 1099Rs

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