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mongoose650
New Member

Hi, entering my 1099-R. No money taken from 403B just rolled over to new 403B. Should be NON-TAXABLE but $271 was withheld? ??

Shouldn't this be credited/refunded?  How do I claim this?
1 Reply
KrisD15
Expert Alumni

Hi, entering my 1099-R. No money taken from 403B just rolled over to new 403B. Should be NON-TAXABLE but $271 was withheld? ??

That 271 would be included in taxes paid and applied to your tax liability. 

Look at your 1040 line 25b

Online 
Select Tax Tools then Tools on the left side-bar
Select "View Tax Summary" from the TOOLS SCREEN
Select "Preview 1040" which now appears on the left side-bar
 

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