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crazydolphin28
New Member

Where do I send records for rollover from 403B?

 
1 Reply
Fern
New Member

Where do I send records for rollover from 403B?

The rollover is reported to you on a form 1099 R. You will report the rollover in your tax return. You do not need to send copies of the 1099 R anywhere. You just need to report it in your tax return.

You should have received a Form 1099 R for the distribution from the 403 B plan. That gets entered into Turbo Tax.

Select Federal Taxes
Select Wages & Income
Scroll down and select start or review next to IRA, 401(k), Pension Plan Withdrawals (1099-R)

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