https://ttlc.intuit.com/community/retirement/discussion/rolling-a-403b-into-an-annuity/01/680198#M65007 <P>I took my first RMD from a 403b in 2017 and reported this on my taxes.&nbsp; Also during 2017 tax year, I rolled all of the remaining funds in the 403b into an annuity, which starts paying in 2018.&nbsp; Do I need to show in my 2017 taxes that I rolled those funds, thus closing the 403b?<BR /></P> Thu, 06 Jun 2019 11:12:09 GMT rla121219 2019-06-06T11:12:09Z https://ttlc.intuit.com/community/retirement/discussion/rolling-a-403b-into-an-annuity/01/680198#M65007 <P>I took my first RMD from a 403b in 2017 and reported this on my taxes.&nbsp; Also during 2017 tax year, I rolled all of the remaining funds in the 403b into an annuity, which starts paying in 2018.&nbsp; Do I need to show in my 2017 taxes that I rolled those funds, thus closing the 403b?<BR /></P> Thu, 06 Jun 2019 11:12:09 GMT https://ttlc.intuit.com/community/retirement/discussion/rolling-a-403b-into-an-annuity/01/680198#M65007 rla121219 2019-06-06T11:12:09Z https://ttlc.intuit.com/community/retirement/discussion/yes-you-ll-receive-a-form-1099-r-for-the-distributions/01/680204#M65009 <P>Yes.&nbsp; You'll receive a Form 1099-R for the distributions from the 403(b).&nbsp; Both of these distributions will likely be combined on a single From 1099-R unless the 403(b) was directly rolled over to another qualified retirement account such as an IRA in which the annuity was purchased.&nbsp; If the was not purchased within another qualified retirement account, the distribution was not rolled over and would be&nbsp;taxable.&nbsp; If the money&nbsp;<I>was</I> moved to another qualified retirement account (IRA) and the annuity was purchased within that account,&nbsp;then report that portion as having been rolled over.<BR /></P> Thu, 06 Jun 2019 11:12:11 GMT https://ttlc.intuit.com/community/retirement/discussion/yes-you-ll-receive-a-form-1099-r-for-the-distributions/01/680204#M65009 dmertz 2019-06-06T11:12:11Z