topic How to report year end value of 403 B in Get your taxes done using TurboTax

How to report year end value of 403 B

tax filing — Wed, 11 Feb 2026 06:58:42 GMT

I was able to input the year end value of my Traditional IRA - but didn't find a way to input the year end value of my 403B. Since I am required to take an annual withdrawal from the 403 B - I assume I need to insert the year end value somewhere. Thank you for your guidance.

Re: How to report year end value of 403 B

MarilynG1 — Sat, 02 Mar 2024 17:49:24 GMT

You only need to report year end values of retirement accounts where you made Non-Deductible Contributions, on Form 8606.

If you are getting annual RMD distributions reported to you on Form 1099-R, you don't need to report the year-end value of your 403B account to the IRS. The Plan Administrator is responsible for distributing the correct amount to you each year.

Here's more info on Tax Sheltered Annuity (403b) Plans.

@tax filing

Re: How to report year end value of 403 B

tax filing — Sat, 09 Mar 2024 20:22:31 GMT

Thank you Marilyn G1. I always know that the TT community is willing to share their expertise and give me the information that I need! Thank you for your quick response.