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I can't seem to e-file a return with a mixed 1099R. This one 1099R contained a rollover, a qualified charitable distribution and a residual taxable amount. ATX handeled it just fine and put the taxable amount on page one. Can't get it to e-file and ATX seems to have put me on the back burner. The clients left town after signing the 8879 and won't return before April 17th to file paper. I don't have any way to contact them.

I think if I divided the 1099 into its three components and e-filed it that way that it might go right through. Is there any reason I should'nt do that? Thanks.

  • 3 weeks later...

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