Ed427
New Member

403b rollover to ira

My wife had a 403b retirement plan. she passed away in October of 2016. I was the beneficiary.  after all the documents were processed and papers signed, all the funds were transferred into a Rollover IRA with Pruco.  it was all finalized January of 2017.  1) is it taxable?   2) does it now apply to 2017 taxes?  3) did it take too long to roll over?  thank you.