Entering 1099-R on Turbotax Online Doesn't Work

[fd51]

When I enter my 1099-R information into turbotax online, it continues to say "needs review" and won't allow me to finalize my return. This happens with all of my 1099-Rs. What's the problem here? I've deleted and reentered my 1099-R information several times. Each time it accepts all of my info, but continues to say it "needs review" and won't pass the federal check because it says "needs review." This is very frustrating. Is there a software issue that needs to be addressed? Something is definitely wrong with the online version. By the way, I received an email a few days ago saying all tax forms I needed were ready for data entry.

[taxlady28]

Click on Needs Review and answer the question about whether you have ever taken a disaster withdrawal.

[fd51]

Of course I've already done that. I've completed the entire income section and all my 1099-Rs still show "needs review."

[taxlady28]

Then something else is wrong with it.  Try running a full REVIEW and see if it finds the error.

[fd51]

I have already run several full reviews. It still earmarks all of my 1099-Rs as “needs review.” I have entered everything correctly and when I go to review them again, nothing shows up as being incorrect. It’s an endless loop of nonsense.

[DoninGA]

@fd51 You will need to contact TurboTax support for this problem with the Form 1099-R when using the online editions.

See this TurboTax support FAQ for contacting support - https://ttlc.intuit.com/turbotax-support/en-us/help-article/account-management/turbotax-phone-number...

Support can also be reached by messaging them on these pages https://www.facebook.com/turbotax/ and https://twitter.com/TeamTurboTax

[kamiko76]

I concur, I am having the same issues...I've contacted online help twice and they couldn't fix it.  I did all the review stuff, even deleted all the forms and started over.  No help at all.  At this point if the glitch isn't fixed within the month, I'll try another tax software. 

[taxlady28]

While a good idea to review all data, especially if it was not manually entered, the error messge willl not prevent the user from filing their taxes.

[dustyfishing]

I fixed it with the help on Turbo tax!!!       When at the screen with your 1099-R and they need to be verified HIT the icon next to the delete button and it will bring up 4 boxes. I hit the top left button for my 3 1099-R to fill out. Then hit Continue once or twice and that should FIX the issue . I Used that top left box each time for the other 2 1099-R I had to do. That top left box should get a green check box when you tap it, good luck

[Dave_Horne_NL]

I managed to enter my 1099-R but did it in a roundabout way.  I really can't explain how I did it, but I 'pretended' to be a government civilian worker (instead of retired military), entered in the information and gave the information that I had on my copy of my 1099-R.  I must have spent 15 minutes trying to figure that out.

If you persist in this, you'll come across other 1099-Rs and go into them and create a new one.  I will include a personal letter with my tax form just in case what I did causes any issues.  (JHC, this is 2025 and we're still having these problems.) 

I'm guessing this was a sneaky way for them to get me to spend more money for personal assistance.  🙂 

Also, since I'm retired US Army and live in the Netherlands, it's a real FPITA that I am forced to change my address (for my Visa card) to my brother's address in the US since, in 2025, they still can't use a foreign address outside of the US or Canada for payment.  
I'm glad I wasn't the only one with this issue.