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Retirement tax questions
There is nothing on a tax return or 1099-R that indicates a RMD whatsoever.
The answer to the TurboTax RMD question does not go on your tax return, it is simply to make sure you do not owe any penalty for not taking the RMD or use it for an ineligible rollover.
The question is just to be sure that the requirement was met.
https://ttlc.intuit.com/replies/3302117
The 1099-R worksheet simply shows how you answered the question. The PDF for all forms and worksheets should show that (in the bottom part of the worksheet).
**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**
‎November 17, 2019
1:11 PM