Does turbotax somehow transmit to the IRS the 1099-R data from IRA withdrawals to meet the RMD when I file electronically?

[dmertz · Accepted solution]

TurboTax electronically includes in your e-filing any Form 1099-R entered that have tax withholding shown in box 4.  The taxable amount of any distribution will be shown on Form 1040 line 4b.  The IRS also receives copies of Forms 1099-R transmitted directly to the IRS by the payer whether or not there is any amount in box 4.

You tax return will not, nor is it required to, explicitly identify any particular distribution as an RMD distribution.  In the unlikely event that the IRS questions whether or not you completed your RMDs, be sure to maintain good records such as transaction statements showing that you made the necessary RMD distributions.