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How do I find what's wrong when one of my 1099-R forms keeps saying 'needs review'.

other 1099-R is good, just this one has some issue.
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4 Replies

How do I find what's wrong when one of my 1099-R forms keeps saying 'needs review'.

Delete the Form 1099-R and re-enter manually.  The problem should resolve itself.

How do I find what's wrong when one of my 1099-R forms keeps saying 'needs review'.

Make sure that you don't have a zero in a field that should be left blank.

How do I find what's wrong when one of my 1099-R forms keeps saying 'needs review'.

I am trying to enter a 1099r from American Equity Investment life ins co, it even came up for review, but it says it doesn’t recognize that co. I have deleted the one that came up for review and tried to enter as a new 1099r and have the same problem???!?

How do I find what's wrong when one of my 1099-R forms keeps saying 'needs review'.

What finally worked for me was to enter a zero in boxes 16 and 19 even though the 1099-R had both of those fields blank.

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