Don't know about your 1099R problem. I'll page @dmertz
But for SS. If the other income is low (because the 1099R isn't showing up as taxable) then none of the SS will be taxable. Up to 85% of Social Security becomes taxable when all your other income plus 1/2 your social security, reaches:
Married Filing Jointly: $32,000
Single or head of household: $25,000
Married Filing Separately: 0
