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Rollover from 403(b) to Traditional IRA in year 2020, but didn't file 1099-R

Hi, I rolled over from employer's 403(b) to Traditional IRA in Year 2020 (5 years ago!!!). The 2020 Form 5498 reflected the amount. However, I just realized it today that I didn't fill in 1099-R back then. What should I do? Thank you for reading.

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2 Replies
DavidD66
Employee Tax Expert

Rollover from 403(b) to Traditional IRA in year 2020, but didn't file 1099-R

I am assuming it was a direct rollover and that is reflected on the 5498.  You don't need to do anything.  If there was a problem it would have occurred in 2020.   

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Rollover from 403(b) to Traditional IRA in year 2020, but didn't file 1099-R

That's correct, it's a direct rollover and the amount is reflected in Year 2020 5498. Thanks for your reply!!

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