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Retirement tax questions
You do not need to enter anything on your 2024 tax return since Roth 403(b) contributions are after-tax contribution. Therefore, it is not necessary to add anything to your wages. You will get a 2025 Form 1099-R with code 8 in 2026 to report any gains on the excess and this will be entered next year on your 2025 return. You can ignore the 2025 Form 1099-R with code P and B.
Please see Pub 525 for additional information.
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‎April 15, 2025
5:01 AM