@TTUserfromCA you use one method of the other, not both. If you followed TTMarilynG's method then you do NOT also enter a 1099-R. They are just two different methods to do the exact same thing - add the returned amount to the 1040 line 1 wages - use the method that is simplest for you.. And this only properly reports the return of the taxable excess and has nothing to to with the W-2 e-file error which is a separate issue - a TT bug.
**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**
