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Level 2
posted Feb 23, 2024 6:17:57 PM

Rollover from 403b to IRA. Does in get reported on form 8606

I received a 1099R from my 403b with my social security number due to a rollover from my deceased spouse’s 403b to my 403b, and then to my IRA. The rollover is non taxable. Does it get into my form 8606? TurboTax didn’t ask me any questions about it other than to confirm that it was non taxable.

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1 Replies
Expert Alumni
Feb 23, 2024 6:53:51 PM

No, these are the occasions that trigger Form 8606:

 

  • Nondeductible contributions made to a traditional IRA
  • Distributions from a traditional, SEP, or SIMPLE IRA that had nondeductible contributions (excluding rollovers, conversions, recharacterizations, qualified charitable distributions, one-time distribution to fund an HSA, or return of certain contributions)
  • Conversions from a traditional, SEP, or SIMPLE IRA to a Roth IRA
  • Distributions from a Roth IRA (other than rollovers, recharacterizations, or a return of certain contributions)

Here's more info on Form 8606.