qbteachmt
Level 15

"Curious what the procedure will be? Do we have to input on the 1099-R screen?"

Maybe, in the worksheet. The IRS, as of right now, is not releasing Form 8915-F as an efile form for tax year 2021; it will be as pdf for efile. That can still be generated by tax programs (auto-generated) or attached with info gathered from a worksheet.

*******************************
Don't yell at us; we're volunteers