I rolled over my 403b to my traditional IRA in February 2017, after the 1099R would have been sent out. Do i add it to my 2016 tax return, or should it go on next year's?

posted

Connect with an expert

1 Best answer

Accepted Solutions

I rolled over my 403b to my traditional IRA in February 2017, after the 1099R would have been sent out. Do i add it to my 2016 tax return, or should it go on next year's?

2017. If it happened in 2017, it goes on next year's tax return. On 12/31/2016, that money was still in the 403(b).

View solution in original post

1 Reply

I rolled over my 403b to my traditional IRA in February 2017, after the 1099R would have been sent out. Do i add it to my 2016 tax return, or should it go on next year's?

2017. If it happened in 2017, it goes on next year's tax return. On 12/31/2016, that money was still in the 403(b).

Still have questions?