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New Member
posted Apr 13, 2020 10:36:56 PM

Do i report a 1099R from a rollover of a 403b from one employer to another.

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1 Replies
Expert Alumni
Apr 14, 2020 6:57:16 AM

Yes, if you received a 1099-R with this information, the 1099-R needs to be included on your tax return.

 

The code in Box 7 of the 1099-R indicates that is it a rollover so the amount will not be taxable on your return.

 

To include this information in TurboTax, go to

  • Wages & Income
  • Retirement Plans & Social Security
  • IRS, 401(k), Pension Plan Withdrawals (1099-R)

 

@Steve987