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Am I supposed to get a 1099-R for my 403(b)?

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sasha96
lovin' my 2 little ladies!

Member since 5/05

7401 total posts

Name:
Julianne

Am I supposed to get a 1099-R for my 403(b)?

I just (finally) started it last year and never got the tax document. Am I supposed to? I have a call in to my representative, but know that you girls can be faster!

Posted 3/8/07 5:40 PM
 

Ronkonkomonga
LIF Adolescent

Member since 5/05

544 total posts

Name:
We Three Kings...

Re: Am I supposed to get a 1099-R for my 403(b)?

You get a 1099 R if you received distributions from your retirement plan. If you just added funds, you will get a statement from your asset manager. Generally those statements come quarterly.

Posted 3/10/07 10:28 AM
 
 

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