Where do I document my Roth 403(b) contributions? Do I put it under Roth IRA or somewhere else? Thank you!

[Ashby · Accepted solution]

There is no need to document your Roth 403(b) contributions for 1040 purposes. You could possibly be eligible for the Saver’s Credit (Retirement Savings Contribution Credit). However, TurboTax automatically calculates that from your entry in Box 12 of your W-2.

If you take any early distributions, you should always check to make sure you are taking out less than what you have contributed. This will avoid any tax and penalty. Your plan administrator tracks your contributions for you. 

A Roth 403 (b) is funded with after-tax contributions from the participant. The participant does not get a tax deduction in the year that contributions are made.  However, withdrawals are not taxable (neither the contribution nor income earned in the account) if all requirements are met.