I had a 403B and a 401K retirement account that rolled over into an IRA because I know longer am employed by those companies, do I need to report that?

jarrett-cowan — Sat, 01 Jun 2019 04:34:23 GMT

If this was a trustee to trustee transfer and it did not...

DianeW — Sat, 01 Jun 2019 04:34:23 GMT

If this was a trustee to trustee transfer and it did not come through your hands you may not receive a Form 1099R. If this is the case there is nothing for you to report.

If you do get a form from either account administrator you can enter the information. The form itself may have a code G which would represent a rollover or you can answer the question about rollover. In any event, if all the funds were rolled over you will not have any taxable income from this transaction.

topic I had a 403B and a 401K retirement account that rolled over into an IRA because I know longer am employed by those companies, do I need to report that? in Retirement tax questions

I had a 403B and a 401K retirement account that rolled over into an IRA because I know longer am employed by those companies, do I need to report that?

If this was a trustee to trustee transfer and it did not...