Question

Is there a problem with the turbo tax program regarding 1099R? Keeps saying it needs review but it doesn't

Forum|Forum|1 year ago
January 18, 2025
6 replies
0 views

No text available

This type of issue is usually resolved by deleting the Form 1099-R and then re-entering the form manually.

To enter, edit or delete a form 1099-R -

Click on Federal Taxes (Personal using Home and Business)
Click on Wages and Income (Personal Income using Home and Business)
Click on I'll choose what I work on (if shown)
Scroll down to Retirement Plans and Social Security
On IRA, 401(k), Pension Plan Withdrawals (1099-R), click the start or update button

R

rdm12744

@DoninGA

Barely two hours ago you suggested that I, having the same problem, should enter the full annual payment amount I received as a solution.

Now that I see two users posting with the same issue on the same day, I would think this is either a bug or two users both doing the same thing wrong. I would think two different solutions might be confusing.

Have any other users begun having this issue since the software update was released two days ago? It certainly wasn't a problem for 2023.

VolvoGirl

See this answer posted by employee Dawn……

There are follow-up questions in the retirement section that have to be answered after entering all of your 1099-Rs. Each 1099-R form has a set of questions, and then there is another group of questions that need to be answered before moving on to the next income type.

After reviewing the document entries, click on Continue (even if the Needs Review still shows) to answer the follow-up questions about disaster distributions. Usually once those questions are answered, the Needs Review will go away.

You may also try deleting the form and re-entering it if the issue persists.

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rdm12744

Deleting and re-entry is not a fix of the software. It is a workaround. I would think a workaround, when dealing with the IRS, is a pretty scary solution. I would hope TT engineers can fix this quickly. Since the advent of electronic filing, being able to file on the first possible date is both cool and important to my household.

If there is not a mass commentary about this already, 1) nobody is trying to do early taxes that receives a 1099R, 2) It is not necessarily a glitch in the software as much as something those encountering the problem are causing because of software changes from previous years.

Perhaps someone knows the answer to the question,

Has RMD rules changed from the years prior to 2024 filing? If not, why has TT suddenly changed the process used in the software from those years?

F

fd51

I am having the exact same issue with my 1099-Rs. I have tried and retried all of the solutions given, even deleting and starting the entire filing process over. But, I still get "needs review" errors on each form 1099-R. Has to be an online software issue. I see that the [problem is not an isolated one.

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kimisand5

I have deleted and hand entered IRA information, unlinked my IRA account to be imported, and logged in and out of account several times. It keeps me on a loop of the disaster relief question which i have answered.

It continues to say my IRA needs to be reviewed. Anyone know how to get passed this?

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kamiko76

There is something wrong with the software…lots of folks are dealing with this. TT needs to fix it.

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M1WV

Originally was informed it would be fixed by 03/20. Do you have any update?

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USAFVET

Got my wife's 1099-R today from Edward Jones. Entered it manually--as the downloading option isn't available until 1/29/25. State Tax Withheld (Block 15) for her RMD is $110. Got as far as Section 16 (State Distribution) where the 1099-R shows $0.00. Entered that and got alert from TT stating that " State distribution amount can't be blank and can't be less than state tax withheld." Can go any further. In previous years she also received 1099-Rs with state tax owed and $0.00 in Block 16. Never had an issue until now. I contacted Edward Jones' Tax Hotline rep who said it appears to be a glitch in the Turbo Tax program. I contacted two Turbo Tax "experts" by phone. The first just quoted IRS rules--and suggested just putting in a number that equals or exceeds the $110 to "satisfy" the program. Told her I wouldn't do that--as it may screw up my tax submission. The second "expert" couldn't even pull up my account, and, after nearly 45 minutes, told me she has IT issues. Told her I'd try to contact someone later. Very frustrating. Anyone else having similar problems?

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kamiko76

Yes there is a problem. I’ve also contacted TT twice and still no fix.

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USAFVET

I've been using TT for 20 years. You'd think they'd have this simple stuff figured out by now.

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pvon284

I get the same issue as of today (3-5-2025).

TurbotTax 1099-R form input screen has the following error message:

"State distribution amount can't be blank and can't be less than state tax withheld.".

I called TurboTax support: 800-446-8848. They are aware of the issue and gave me a case number.

They stated I'd be emailed when issue is resolved in 24-48 hrs....I hope the timeline is correct on the resolution.

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skellie1

Back in the middle of Feb 2025 I took the advice of several people and my e-filed state tax went right through and I got my refund pretty quick. Just enter the same amount that is in box 1and enter it yourself in box 16.

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nixxy311

Hi. My issue was that I was entering my 1099-R as a CSA (which it IS) but removing and entering it as the Financial actually resolved the issues. It may be a glitch in the system.