https://ttlc.intuit.com/community/taxes/discussion/403b-rolled-over-to-ira-after-retirement/01/1118571#M992722 <P>I had a 403b account which I closed and rolled over to an IRA when I retired in May 2019. I have a 1099-R for the IRA for my taxes. Do I need a 1099-R for the closed 403b?</P> Sun, 09 Feb 2020 16:00:49 GMT Rickkman 2020-02-09T16:00:49Z https://ttlc.intuit.com/community/taxes/discussion/403b-rolled-over-to-ira-after-retirement/01/1118571#M992722 <P>I had a 403b account which I closed and rolled over to an IRA when I retired in May 2019. I have a 1099-R for the IRA for my taxes. Do I need a 1099-R for the closed 403b?</P> Sun, 09 Feb 2020 16:00:49 GMT https://ttlc.intuit.com/community/taxes/discussion/403b-rolled-over-to-ira-after-retirement/01/1118571#M992722 Rickkman 2020-02-09T16:00:49Z https://ttlc.intuit.com/community/taxes/discussion/re-403b-rolled-over-to-ira-after-retirement/01/1118582#M992723 <P>Yes you do.&nbsp; If you do not report it as a rollover then the IRS will assume that it was not rolled over and send a bill for the tax.</P> <P>&nbsp;</P> <P>You should have already received the 1099-R form the account trustee.&nbsp; If not then call the trustee.</P> <P>&nbsp;</P> Sun, 09 Feb 2020 16:03:24 GMT https://ttlc.intuit.com/community/taxes/discussion/re-403b-rolled-over-to-ira-after-retirement/01/1118582#M992723 macuser_22 2020-02-09T16:03:24Z https://ttlc.intuit.com/community/taxes/discussion/re-403b-rolled-over-to-ira-after-retirement/01/1119183#M992724 <P>Thank you</P> Sun, 09 Feb 2020 17:44:15 GMT https://ttlc.intuit.com/community/taxes/discussion/re-403b-rolled-over-to-ira-after-retirement/01/1119183#M992724 Rickkman 2020-02-09T17:44:15Z