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Rickkman
Level 2

403b Rolled over to IRA after Retirement

I had a 403b account which I closed and rolled over to an IRA when I retired in May 2019. I have a 1099-R for the IRA for my taxes. Do I need a 1099-R for the closed 403b?

2 Replies
macuser_22
Level 15

403b Rolled over to IRA after Retirement

Yes you do.  If you do not report it as a rollover then the IRS will assume that it was not rolled over and send a bill for the tax.

 

You should have already received the 1099-R form the account trustee.  If not then call the trustee.

 

**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**
Rickkman
Level 2

403b Rolled over to IRA after Retirement

Thank you

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