Going to plan on an extension but pushing client so we can file by the deadline. TP is contacting Plan administrator B to withdraw excess contributions and get a 1099-R with a code 8. If that doesn't happen in a timely manner I will attemp the fake 1099-R, just not sure how to create it, I do who the administrator is and the EIN, just doesn't see right.

I have had excess contribution issues before, but with one employer and plan was considered discrimantory for highly compensated employees and the administrator issued 1099-R and the amount us to flow right to line 1.

Putting this aside again, thank you all for the input.