https://ttlc.intuit.com/community/retirement/discussion/403b-rollover-to-ira/01/346089#M30344 My wife had a 403b retirement plan. she passed away in October of 2016. I was the beneficiary.&nbsp;&nbsp;after all the documents were processed and papers signed, all the funds were transferred into a Rollover IRA with Pruco.&nbsp;&nbsp;it was all finalized January of 2017.&nbsp;&nbsp;1) is it taxable?&nbsp;&nbsp;&nbsp;2) does it now apply to 2017 taxes?&nbsp;&nbsp;3) did it take too long to roll over?&nbsp;&nbsp;thank you. Mon, 03 Jun 2019 20:20:25 GMT Ed427 2019-06-03T20:20:25Z https://ttlc.intuit.com/community/retirement/discussion/403b-rollover-to-ira/01/346089#M30344 My wife had a 403b retirement plan. she passed away in October of 2016. I was the beneficiary.&nbsp;&nbsp;after all the documents were processed and papers signed, all the funds were transferred into a Rollover IRA with Pruco.&nbsp;&nbsp;it was all finalized January of 2017.&nbsp;&nbsp;1) is it taxable?&nbsp;&nbsp;&nbsp;2) does it now apply to 2017 taxes?&nbsp;&nbsp;3) did it take too long to roll over?&nbsp;&nbsp;thank you. Mon, 03 Jun 2019 20:20:25 GMT https://ttlc.intuit.com/community/retirement/discussion/403b-rollover-to-ira/01/346089#M30344 Ed427 2019-06-03T20:20:25Z https://ttlc.intuit.com/community/retirement/discussion/is-it-not-taxable-until-you-withdraw-the-funds-from-the-r/01/346105#M30348 <P>Is it not taxable until you withdraw the funds from the rollover account.&nbsp; It will not have to be reported (as a rollover, not taxed) until 2017 tax return next year.&nbsp; You are within the rollover time because it was an inherited pension.&nbsp; I am sorry for your loss.<BR /></P> Mon, 03 Jun 2019 20:20:26 GMT https://ttlc.intuit.com/community/retirement/discussion/is-it-not-taxable-until-you-withdraw-the-funds-from-the-r/01/346105#M30348 MaryK1 2019-06-03T20:20:26Z