Katie_B:
THANK YOU! I tried what you suggested and it worked perfectly. It was driving me crazy not to be able to check "inherited" when the IRA was, in fact, inherited from a non-spouse. So, for anyone new to this thread and facing the same conundrum - do what Katie_B said:
1) Follow all of the steps on the online process but DO NOT click "inherited" or you will never be directed to the rollover info page (and your RMD will remain taxable in the online system).
2) Once you've completed the 1099-R section and it's saved into the system and the numbers look right, go back and click "inherited" and complete the additional associated steps. When I did that the numbers didn't change (i.e. my RMD remained untaxed) and now the accompanying info is totally correct as well.
This seems to be the workaround we have all been looking for. So glad I found this thread - thanks again!
