I notice that when I look at the tax return that will be filed, the 1099-R is not present. All the codes I enter are informational since they're not filed. The only information about the excess contribution withdrawal that I made is 1040 line 15a, 15b, 5329 and the Additional Information for the 2017 Return section.
5329, line 2 containing the code 12 and the explanation of the withdrawal in the Additional Information section seem to be the key to all this. Entering P & J on the 1099-R is kind of like my creating and generating the form for my records as supporting documents. For some reason, I thought that 1099-R would be filed with the return as well.
