Hi RobertB4444,
I appreciate the response.
However, this issue does not involve a W-2. It involves a 1099-R form. I was able to adjust the taxable amount on the 1099-R form for a housing allowance exclusion and got the correct information on the 1040 form. I am going to have to send the forms in by mail with a note attached.
Thank you for your interest!
jkumpire
