JamesG1
Expert Alumni

Get your taxes done using TurboTax

Are you referring to a qualified domestic relations order with the intent to equalize retirement funds and marital property?

  

If so, upon withdrawal, some portion of the retirement funds may be taxable because taxes had not been paid upon contribution to the retirement plan.

 

See IRS instructions for form 5329 page 4.

 

Yet you could be exempt from the Additional Tax on Early Distributions.

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"