- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Retirement tax questions
This Form 1099-R appears to be reporting a direct rollover from a traditional account in an employer plan to another traditional account, perhaps to a traditional IRA. My guess is that this Form 1099-R is reporting the rollover of the traditional 403(b) account and has nothing to do with the movement of the Roth IRA.
"The reporting of that transaction went through TT as expected."
The form that you described above seems like it would be the one that reports the direct rollover from the 403(b). Is there another Form 1099-R?
If the Roth IRA was moved via trustee-to-trustee transfer, such a transfer is neither a distribution nor a rollover and is not reportable on your tax return. You receive no Form 1099-R for such a transfer.
March 25, 2025
8:50 PM