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New Member
posted Mar 31, 2025 11:24:45 AM

I cannot make changes to the Review you 1099-R info I selecct the "need review" and nothing happens . I tried all the previous suggestions and nothing works. Help

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1 Replies
Expert Alumni
Mar 31, 2025 7:42:27 PM

If you're having trouble with the "Needs Review" status for your 1099-R in TurboTax, and you've tried multiple ways to fix it, try deleting and re-entering the form. Here’s how:

  1. Open TurboTax and sign in to your account.
  2. Go to the magnifying glass at the top right of the screen.
  3. Type "1099-R" in the search bar.
  4. Click the jump link that appears.
  5. On the "Your 1099-R Entries" screen, select the trash can icon next to the 1099-R you want to delete.
  6. Confirm the deletion by clicking "Yes" on the next screen.
  7. Click the + sign to add and re-enter your 1099-R information by following the prompts.