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April 3, 2025
Question

How can you tell if your 1099-r is a 403(b) plan or not?

  • April 3, 2025
  • 1 reply
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April 3, 2025

To determine if your 1099-R is from a 403(b) plan, check the following:

  1. Box 7: Look for distribution code G" indicates a distribution might be from 403(b) plan.
  2. Contact Plan Administrator: The administrator of your retirement plan should be able to provide specific details about your 403(b) plan and any distributions. 
  3. Log on to plan website - and look at plan documents