8606 filing requirement when 403b rollovered to Rollover IRA

Is 403b(pretax) rollover to rollover IRA an event that requires 8606 filing?

I'm wondering if this rollover is considered “non-deductible IRA contribution”

Turbotax seems does not generate 8606 with my 1099R for this rollover and want to make sure if it is right

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1 Best answer

Employee Tax Expert

Mar 6, 2024 3:08:50 AM

No, you don't need to file Form 8606. Please see Who Must File Form 8606 for additional details.

No, your rollover is not considered a non-deductible IRA contribution.

Employee Tax Expert

Mar 6, 2024 3:08:50 AM

No, you don't need to file Form 8606. Please see Who Must File Form 8606 for additional details.

No, your rollover is not considered a non-deductible IRA contribution.