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June 1, 2019
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How are funds from a 457b deferred comp account reported ? I am retired,69 yrs old receive a pension and SS.

  • June 1, 2019
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Best answer by DavidD66

Distributions from a 457(b) plan are reported on a Form 1099-R.  If you had distributions from a 457(B) plan and did not receive a 1099-R, you should contact the plan administrator to get one.  You need the form in order to file your tax returns.

1 reply

DavidD66Answer
June 1, 2019

Distributions from a 457(b) plan are reported on a Form 1099-R.  If you had distributions from a 457(B) plan and did not receive a 1099-R, you should contact the plan administrator to get one.  You need the form in order to file your tax returns.

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