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New Member
posted Mar 18, 2022 4:25:03 PM

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.

0 4 586
4 Replies
Level 15
Mar 18, 2022 4:27:09 PM

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

Level 7
Mar 18, 2022 4:34:15 PM

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

New Member
Apr 15, 2022 10:50:08 AM

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???!?

New Member
Apr 15, 2022 12:19:01 PM

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.