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How do I know if a 1099R is a distribution from an original 403B plan?

 
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1 Reply
JamesG1
Expert Alumni

How do I know if a 1099R is a distribution from an original 403B plan?

This IRS website states:

 

A 403(b) plan (also called a tax-sheltered annuity or TSA plan) is a retirement plan offered by public schools and certain 501(c)(3) tax-exempt organizations. Employees save for retirement by contributing to individual accounts. Employers can also contribute to employees' accounts.

 

You may contact the provider to confirm the nature of the plan.

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