What type of form will the IRS send me for a 403B cash out that I received?

ljkravat

where will I file a 403b that I cashed out in 2024

GeorgeG

Hi Ljkravat!

Generally, if you receive distributions from your retirement account, a 1099-R will be sent to you. This is the form that you can use to report this distribution on your tax return.

Here is a helpful IRS site listing Q&As regarding 403(b) plans: https://www.irs.gov/retirement-plans/retirement-plans-faqs-regarding-403b-tax-sheltered-annuity-plans

JMSSGV

The IRS doesn't send you the form; the form comes from the payer of the distribution.