Thank you for your help. Although I would rather not see the form altered, this may be the only solution. I had just discovered this route (as you described it), but I did not understand the nature of the "General Rule" and was discouraged to see that the outcome was, as you stated, a value was "stuffed" into Box 2a, effectively altering the value shown on the original 1099-R.
Are you confident the IRS will not have an issue with the input not matching the form or do they get some supporting worksheet in the eFile that clarifies why the inputted value does not match the form?
Thanks again!
