- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Retirement tax questions
The rollover is reported to you on a form 1099 R. You will report the rollover in your tax return. You do not need to send copies of the 1099 R anywhere. You just need to report it in your tax return.
You should have received a Form 1099 R for the distribution from the 403 B plan. That gets entered into Turbo Tax.
Select Federal Taxes
Select Wages & Income
Scroll down and select start or review next to IRA, 401(k), Pension Plan Withdrawals (1099-R)
You should have received a Form 1099 R for the distribution from the 403 B plan. That gets entered into Turbo Tax.
Select Federal Taxes
Select Wages & Income
Scroll down and select start or review next to IRA, 401(k), Pension Plan Withdrawals (1099-R)
‎June 6, 2019
4:38 AM