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

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

wife-mom-math — Thu, 26 Feb 2026 22:39:08 GMT

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.

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

DavidD66 — Thu, 26 Feb 2026 22:43:17 GMT

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.

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

wife-mom-math — Thu, 26 Feb 2026 23:04:20 GMT

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