Why does the webpage for "Review your 1099-R info" continue to show "needs review" after all the information for the financial institution has been completed?

[purcell77]

I have deleted the information for the financial institution and re-entered the same information as a new 1099-R. I did it once by entering the information manually and another time by dragging and dropping the 1099-R onto the website. Both times the financial institution 1099-R continues to show "needs review."

[taxlady28]

Others have reported problems with 1099 forms this year.   Try doing a complete review by clicking REVIEW on the left side and see if any error comes up.  The needs review error message will not prevent you from filing the return.  I hope Intuit addresses this issue soon.

[purcell77]

Thanks for your help.  I tried your suggestion to start a review of my return, and it showed a checklist with a "to-do list which included the 1099-R that I was working.  That page still showed "needs review" in orange but it also had a blue "review" button.  I clicked on the review button and responded "no" to the question on the following page about whther I had ever taken a disaster distribution before 2024.  I then clicked on the "continue" button which took me back to the "to-do" list which still showed the same 1099-R as "needs review."  As you said, I hope TurboTax gets this problem fixed quickly.

[CatinaT1]

Here is an FAQ: Why am I stuck in a loop about my 1099-R in federal review?

[pah81]

I have the same problem, I think.  Turbotax Deluxe 2024 will not let me file electronically. It always takes me to 1099-R worksheet highlighting the RMD amount which I know is correct. How can I get rid of this error message so I can e-file my return?

Some of my RMD went to charity and I did withdraw more than the RMD amount as taxable income in 2024. Both of these facts were properly disclosed in the turbotax interview questions.

If I need to mail a paper copy of my Form 1040 to the IRS, the value of using this software program is substantially diminished! 

[AmyC]

You must answer YES you took the full RMD. Otherwise, the program is looking to penalize you.

@pah81