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Rollover from 403b to IRA. Does in get reported on form 8606
I received a 1099R from my 403b with my social security number due to a rollover from my deceased spouse’s 403b to my 403b, and then to my IRA. The rollover is non taxable. Does it get into my form 8606? TurboTax didn’t ask me any questions about it other than to confirm that it was non taxable.
February 23, 2024
6:17 PM