3/19/18 – This is now resolved. For any existing RRB-1099-R entries that may have been impacted, you will need to edit each entry to re-enter the Box 7a amount to save.
We opened Issue #1640 for taxable amounts entered within the RRB-1099-R not carrying to Line 16b as taxable on the 1040. This is only occurring if Box 7a is manually entered by the user. If entering a RRB-1099-R and determining the taxable amount either by using the Simplified General Rule Worksheet or applying a PSO exclusion, the calculated taxable figure is carrying to 1040 as expected.
If needing to manually enter the taxable amount in Box 7a for a RRB-1099-R, we recommend holding those returns until this post is marked as resolved. We also recommend utilizing Return Tags to track any impacted returns your site(s) may have.