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Rolling a 403b into an annuity.
I took my first RMD from a 403b in 2017 and reported this on my taxes. Also during 2017 tax year, I rolled all of the remaining funds in the 403b into an annuity, which starts paying in 2018. Do I need to show in my 2017 taxes that I rolled those funds, thus closing the 403b?
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‎June 6, 2019
4:12 AM