i am using the desktop version of TurboTax Deluxe and during the review it tells me to review my information to make sure it is correct. K1 or W-2G

[wathenpc]

It says the amount you're reporting for one or both of these is higher than average for your income. I do NOT have either form. Only thing is Turbotax imported last year's tax information. I have bought and sold a house at a loss in 2022 and reported on my taxes. Last year 2023 no issues. But now I get this warning.

[CatinaT1]

If you have a form from a prior year that carried over, and it no longer applies to the current tax year, you can go in and delete the form.

If you are using:

• TurboTax Online: see How do I view and delete forms in TurboTax Online?
• TurboTax Desktop:
  1. On the top right, there is a FORMS button.
  2. Click on FORMS.
  3. Locate the form you want to delete.
  4. Click on the form name.
  5. Below the form, bottom left, select DELETE FORM button.

[wathenpc]

no it still applies as a carryover loss for a few years

the error i am getting or caution references forms i did not ever use.

strange part is that last year i had no issues.

just this year i encountered the issue. there are no forms to delete

[AmyC]

Since you are in the desktop version, you can switch to Forms mode and look for the forms with exclamation marks then look for little pink error boxes. 

• Right click and follow the sources back to the origin. You can make corrections or delete forms as needed. 
• You can also check your carryover loss is carrying correctly. 
• Check the forms getting errors to see if something has carried to that form and needs extra information.

[wathenpc]

Thank you.  There are no errors and the carryover loss is fine.

I had already checked the forms. I rechecked it again in  2023 and 2024 taxes.

Both the same and no errors.

It appears TurboTax is flagging something it believes that I have a Form W-2G or Schedule K-1

Neither exist this or last year.

I did call Turbotax support a few days ago and got no where.  They had no idea.

[DawnC]

If there are no red exclamation marks when you are in Forms mode, you should have no problem e-filing the return.   

Go ahead and scroll down to the bottom of the page and click on Continue.   The Needs Review message will NOT prevent e-file.   Before you file the return(s), TurboTax will take you through a Complete Check and will flag any errors that will prevent e-filing then.   You can continuing preparing your returns and ignore the needs review messages.   If there are any errors on the return, the Complete Check in the final review section will prompt you to make changes before submitting the return(s).   

[DomsDad]

I've got the exact same issue - I've never had a W-2G or a K-1.  Something's buggy. 

[MonikaK1]

Try viewing your return in Forms Mode, and look for any income forms that were generated but are not needed. This can resolve some issues. Look for forms that have entries in red, which can indicate a problem.

Sometimes, if you enter a section and exit it, without making an entry, TurboTax will create a form for the entry that would go with that section, and Review will look for an entry in that form. It could also be that the form was created because of an entry carried over from last year.

If you have blank forms or forms with a "0" that are not needed, such as for W-2G or K-1, you can delete the form using the button on the screen that displays the form.

@DomsDad