Where do I send records for rollover from 403B?

crazydolphin28 — Thu, 06 Jun 2019 11:38:50 GMT

The rollover is reported to you on a form 1099 R. You wil...

Fern — Thu, 06 Jun 2019 11:38:51 GMT

The rollover is reported to you on a form 1099 R. You will report the rollover in your tax return. You do not need to send copies of the 1099 R anywhere. You just need to report it in your tax return.

You should have received a Form 1099 R for the distribution from the 403 B plan. That gets entered into Turbo Tax.

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topic Where do I send records for rollover from 403B? in Retirement tax questions

Where do I send records for rollover from 403B?

The rollover is reported to you on a form 1099 R. You wil...