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If "needs Review" is triggered when I correctly list T Bill interest in box 3 of the 1099-int form. what should I do?

 
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2 Replies
RussTX
New Member

If "needs Review" is triggered when I correctly list T Bill interest in box 3 of the 1099-int form. what should I do?

I had this message when I imported information for dividend interest.  The message went away if i continued to the next page and answered the question that no other conditions applied.

LindaS5247
Expert Alumni

If "needs Review" is triggered when I correctly list T Bill interest in box 3 of the 1099-int form. what should I do?

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:

  1. Open/continue your return
  2. Click on "Search
  3. And in the search bar type"1099-INT"
  4. Select "Jump to 1099-INT"
  5. It'll take you to a screen that shows your Form(s) 1099-INT that you have entered.
  6. Next to the Form 1099-INT you want to delete, click on the (down-Facing) caret
  7. Click on the "garbage can" to delete this form

To delete a Form 1099-INT for TurboTax Online:

  1. Open/continue your return
  2. Click on magnifying glass for Search in the top right of your screen
  3. And in the search bar type"1099-INT"
  4. Select "Jump to 1099-INT"
  5. It will take you to a screen that shows your Form(s) 1099-INT that you have entered.
  6. Next to the Form 1099-INT you want to delete, click on the (down-Facing) caret
  7. Click on the "garbage can" to delete this form

You can enter your forms 1099-INT manually using the instructions below:

  1. Open your return
  2. In the search Bar enter Form 1099-INT
  3. Select "Jump to 1099-INT"
  4. It will ask, "Did you have investment income in 2024?" Select "Yes"
  5. Select "Continue"
  6. Select "Skip Import"
  7. You will Select your investment type which is "Interest"
  8. You will "Continue"
  9. Then you will see the screen "Let's get the info from your 1099-INT"
  10. You will type in the information from your Form 1099-INT on that page.
  11. Answer the follow-up questions.
  12. 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.

 

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