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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.
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.
Here is an FAQ: Why am I stuck in a loop about my 1099-R in federal review?
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!
You must answer YES you took the full RMD. Otherwise, the program is looking to penalize you.
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