Sometimes if you just go back through the entries, the "Needs Review" disappears without making any changes.
You can also try deleting the Form 1099-R and re-entering it.
To delete a Form 1099-INT For TurboTax Desktop:
- Open/continue your return
- Click on "Search"
- And in the search bar type"1099-INT"
- Select "Jump to 1099-INT"
- It'll take you to a screen that shows your Form(s) 1099-INT that you have entered.
- Next to the Form 1099-INT you want to delete, click on the (down-Facing) caret
- Click on the "garbage can" to delete this form
To delete a Form 1099-INT for TurboTax Online:
- Open/continue your return
- Click on magnifying glass for Search in the top right of your screen
- And in the search bar type"1099-INT"
- Select "Jump to 1099-INT"
- It will take you to a screen that shows your Form(s) 1099-INT that you have entered.
- Next to the Form 1099-INT you want to delete, click on the (down-Facing) caret
- Click on the "garbage can" to delete this form
You can enter your forms 1099-INT manually using the instructions below:
- Open your return
- In the search Bar enter Form 1099-INT
- Select "Jump to 1099-INT"
- It will ask, "Did you have investment income in 2024?" Select "Yes"
- Select "Continue"
- Select "Skip Import"
- You will Select your investment type which is "Interest"
- You will "Continue"
- Then you will see the screen "Let's get the info from your 1099-INT"
- You will type in the information from your Form 1099-INT on that page.
- Answer the follow-up questions.
- You will be able to select "Add Investments" to add additional Form(s) 1099-INT.
Click here for How Do I View and Delete Forms in TurboTax Online
Click here for "How to Delete Forms in TurboTax Desktop.
Click here for information on entering a Form 1099-INT.