Sorry, yes, Box 7 code is 4, "death," and the IRA box is checked. That's all well and good for the rollover bit but getting the RMD to show as taxable income is an issue.
I started creating a substitute 1099-R, and perhaps that's the way to go? It would allow me to split out the RMD so it looks more like normal distribution (gross = taxable) instead of being buried in the rollover. The taxes withheld would still come from the original 1099 since that part is working OK.
Unless I come up with a better/different approach I may go ahead and give that a try. The substitute form will require another form to provide an explanation so I could detail why it's being done.
