dmertz
Level 15

Retirement tax questions

The result that you are seeing seems correct.  The distribution was from a 403(b) not from an IRA, so the reporting on form 1040 lines 5a/b and not on lines 4a/b is correct.  The fact that the distribution was from a 403(b), not from an IRA, is the reason that nothing about these rollovers is reportable on Form 8606.

 

And just to be clear, a 403(b) is not an IRA.

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