Thanks again for your help, dmertz. I wasn't aware until further investigation that Form 1099-R is not filed with the tax return unless federal tax is withheld and reported in Box 4. I'm sure you already knew that. So I'm assuming TT will also not efile the separated 1099-Rs ... no tax withheld. Problem solved, but sure does feel like the software should be written to accommodate this situation. Can't imagine that others haven't encountered this.
