no matter how many times i go over my 1099-div and 1099-int entries, it keeps coming back with 'needs review'. can i ignore this or what do i do to resolve it?

[SteamTrain]

@sweiner7 

No one else is hazarding a guess...so I will....could be one of the following:

Edit them again.   

1)  Make any fields with zeros in them entirely blank...those zeros can cause problems.

2)  In the State withholding section of the main form...make those fields entirely blank too  (unless you did have some state withholding done...which is extremely rare.)

3)  IF any 1099-INT has $$ in box 8,  edit that form and on the follow-up question that asks what State the $$ in box 8 came from....On the first bullet point....go to the end of the list of states and select "Multiple States"........(.unless you are going to actually break down your state's $$ from the other states using the second bullet point.)

4)   Similar to #3 above :  IF any 1099-DIV has $$ in box 12,  edit that form and on the follow-up question that asks what State the $$ in box 12 came from....On the first bullet point....go to the end of the list of states and select "Multiple States"........(.unless you are going to actually break down your state's $$ from the other states using the second bullet point.)

___________________

All I can think of for the moment.

[sweiner7]

hey, thanks for the instructions - and nice try! My results (applicable to two 1099-div and two 1099-int):

1). deleted contents of all fields that showed zeroes, rendering the displayed contents as just a dollar sign that appears to be there regardless of anything.

2). I did not have any state or local funds withheld in any of these, but I did as you said and deleted their contents like in number 1, above. Not sure if by the "main form" you mean the source file - I didn't attempt to modify that (not sure if I can - came in as PDF).

3). I do not have a box 8 to modify on the "edit 1099" screen. BTW, I'm using the browser based diy tt. I did have one 1099-div with a non-zero value for box 7 - foreign tax paid. that was of course left in place. For the state drop down, there is no option for multiple states. I left it blank.

4). No non-zero values for box 12 so they were left blank like all other fields that previously had "$ 0". The state drop down has no multiple states option so left unspecified.

Of note: when I went to blank out all the "$ 0" fields I had to expand the optional lower section with boxes greater than 2a. In one of my 1099-int's, it had imported with a state and state id number, but no value in the corresponding box 17 (amount withheld). TT had a red error message on this I hadn't noticed before and I thought that has to be it! I unselected the state and blanked out the state id number, leaving the amount withheld blank. After performing your procedure (which really is quite intuitive /s) and the last thing I just mentioned, it still shows "needs review". Thanks again for your attempt!

[SteamTrain]

@sweiner7 

OK...then another FIX.  Didn't realize you uploaded PDF files.

Delete the 1099–INT or 1099-DIV forms you imported as PDF files.

Those PDF uploads can cause all kinds of errors......probably on worksheets that only desktop users can access and correct..

Delete each one and enter them manually...."Type it in myself".   Only imports of specialized tax files, directly from the creator of those 1099-INT or -DIV forms, are error free 96.22% of the time

Yes...someday.... the A.I. that is used to interpret those PDF forms will be able to do that without error, but not yet

[sweiner7]

I deleted the dividend and interest entries and re-added them manually. No luck. Still 'needs review'. Exhausting! But, again: thank you for your help!

[sweiner7]

for what it's worth, I deleted 3 (from my broker) of the 4 files previously imported, leaving 1 (1099-int from my bank) in it's manually entered form. This actually took me through a dialog I hadn't seen before, where it had me double check everything I imported. Note that these files are from a major brokerage firm that somehow doesn't allow automatic uploading so they are in fact pdf files. They are consolidated - meaning there are a number of 1099's in them - and tt generally has done very well gleaning accurate information. This time, however, it  also found a 1099-B that wasn't there before. So now I have 5 sections of 1099's: 1 1099-b, 1 1099-int, and 2 1099-div pulled from two consolidated pdf files that I obtained from the brokerage; and 1 1099-int section I manually entered with data from the bank. Still got the 'needs review'. Went back in and essentially performed your original four point instructions on all 5 sections - ie, blanked out fields with 0's. Still getting 'needs review'. At this point, what truly needs review is my choice to use turbotax!

[SteamTrain]

Yeah...unfortunately, it might take an expert with TTX to figure that one out.

If it goes thru the error checks at the end of the Federal section...it "might" be OK anyhow...but I'd be nervous about moving on now too.

Earlier in the tax season, there were a bunch of unnecessary Needs Review notices...but, at least for my test and real tax files (Windows Desktop software) those aren't showing anymore.

[sweiner7]

Resolved by: Prior to Wednesday, 3/11, importing data from Fidelity was not possible due to something like 'automatic uploads not supported for this source', so I uploaded pdf versions from my computer. These were involved in this reported issue. On Wednesday, I tried importing from Fidelity again and found it worked. Deleted previously uploaded forms from Fidelity and went through dialog using only the imported data. That worked without the repeated 'needs review' issue.