rbynaker
Level 14
02-27-2022
06:58 AM
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@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.