Thanks. That did the trick, though I noticed a few things:
First, changing from interview mode to forms left me in the wrong spot, and I initially didn't realize how far down the list of all forms I had to go to find the existing 1099-R. Since I found it in forms, I decided to just input the information while in forms, but that still left the "needs review" for the existing 1099-R.
Then I entered a new 1099-R (actually the exact same information field-for-field as in the existing one), and there were no issues with it. So now I'll delete the "old" 1099-R... boy I hate doing things twice.
I also think a basic issue that could prevent a lot of similar confusion is if (a) you could perform every input and operation in interview that you can in forms; and (b) whenever you are working in a field and change between interview and forms, they are locked to the same spot so you don't have to search or page through screens to get back to what you were working on. Why isn't this perfected after all these years? 🤔
