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New Member
posted Jun 6, 2019 10:28:52 AM

Do I need to report my rollover of my 403b to a Roth Ira? If so, how do I do this?

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Expert Alumni
Jun 6, 2019 10:28:53 AM

Yes, you need to report your rollover of your 403(b) to a Roth IRA on your Tax Return.  You should have received Form 1099-R reporting this transaction.

If you have not received Form 1099-R yet, you should contact the Financial Institution that held your 403(b) to request a copy.  You can also try accessing it online through the Financial Institution's website.