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If you are getting a Needs Review at the final step of filing your TurboTax return, you can try the steps listed below to resolve this.
Also, make sure all of your Forms W-2 are complete and accurate. Delete and re-enter them if necessary. I have listed the steps below.
Often, you can still go forward and file your return even if you are getting a Needs Review as long as everything is complete and accurate.
To delete a Form W-2 if you used TurboTax Online you can:
To delete a Form W-2 If you used TurboTax Desktop, you can:
To check your W-2 entries or to go back and re-enter your Form W-2 information, you can get to these screens in TurboTax as follows:
The reply didn’t solve my issue and I am still struggling to finish my return. Very very frustrated! I was on the phone with a rep for 2+ hours and they couldn’t resolve the issue.
I am sorry you are having this experience. Have you tried using a different device, or a different internet provider?
One more idea:
Sometimes, if you enter a section and exit it, without making an entry, TurboTax will create a form for the entry that would go with that section, and Review will look for an entry in that form. It could also be that the form was created because of an entry carried over from last year.
If you have blank forms or forms with a "0" that are not needed, such as for W-2G or K-1, you can get out of this by deleting the forms that TurboTax has prepared from your opening the screens that support them.
If you are using TurboTax Online, see this help article and below for the steps to Delete a Form:
If you are using a Desktop version of TurboTax, you can switch to Forms Mode (click on Forms at the top of the screen when you are in Step-by-Step Mode), review the list of forms on the left, then select the one you wish to delete. When the form displays, click "Delete Form" at the bottom of the screen.
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