2018 UltraTax CS
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Form RRB-1099-R will be included in the electronic file when there is federal tax withheld.
Note: Forms 1099-R and RRB-1099-R records are required when Federal withholding is being reported.
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Support: If a client states that the IRS has indicated form RRB-1099-R is e-filable through the Martinsburg e-filing office. While the source document itself can be sent to the IRS via an Accounting package via e-file, the RRB-1099-R record cannot be attached to the electronic file for a Form 1040 Individual Income Tax Return.