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tax season with 403 & 457 plans.

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  • tax season with 403 & 457 plans.

    Hi

    I am new to retirement plans and started last year putting savings in 403 and 457 plans.

    Do anyone receive any tax forms each year from these plans? Because I received tax forms  from Lending Club .  I want to check before filing my taxes.

    Thank you for any advice.

     

  • #2




    Hi

    I am new to retirement plans and started last year putting savings in 403 and 457 plans.

    Do anyone receive any tax forms each year from these plans? Because I received tax forms  from Lending Club .  I want to check before filing my taxes.

    Thank you for any advice.

     
    Click to expand...


    Not unless you took any withdrawals. Otherwise, any required reporting is done in conjunction with your form W2.
    Working to protect good doctors from bad advisors. Fox & Co CPAs, Fox & Co Wealth Mgmt. 270-247-6087

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    • #3
      thank you

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