rbynaker
Level 14

@msmith7305 wrote:

There is no need to fudge anything to get the result on the correct line (4b or 5b). Just use the 1099-R worksheet as stated in my original post.


That IS the fudge.  1099-R worksheets DO get transmitted with the return (just like the W-2 worksheets).  It's part of the ERO responsibility.  That's where you may run into a matching problem.  There is no 1099-R if the amount is just flowing from the 8915-F.  Now you're telling the IRS (as part of the efile) that you have a 1099-R when you don't.