8606 filing requirement when 403b rollovered to Rollover IRA

kckoo84 · ‎March 5, 2024

Is 403b(pretax) rollover to rollover IRA an event that requires 8606 filing?

I'm wondering if this rollover is considered “non-deductible IRA contribution”

Turbotax seems does not generate 8606 with my 1099R for this rollover and want to make sure if it is right

DanaB27 · ‎March 6, 2024

No, you don't need to file Form 8606. Please see Who Must File Form 8606 for additional details.

No, your rollover is not considered a non-deductible IRA contribution.

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

DanaB27 · ‎March 6, 2024

No, you don't need to file Form 8606. Please see Who Must File Form 8606 for additional details.

No, your rollover is not considered a non-deductible IRA contribution.

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

Do you have an Intuit account?