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New Member
posted May 31, 2019 5:40:58 PM

How are funds from a 457b deferred comp account reported ? I am retired,69 yrs old receive a pension and SS.

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Expert Alumni
May 31, 2019 5:40:59 PM

Distributions from a 457(b) plan are reported on a Form 1099-R.  If you had distributions from a 457(B) plan and did not receive a 1099-R, you should contact the plan administrator to get one.  You need the form in order to file your tax returns.

1 Replies
Expert Alumni
May 31, 2019 5:40:59 PM

Distributions from a 457(b) plan are reported on a Form 1099-R.  If you had distributions from a 457(B) plan and did not receive a 1099-R, you should contact the plan administrator to get one.  You need the form in order to file your tax returns.