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Deductions & credits
This is how you can do this in Turbo Tax
1) You would need to report the full amount on his tax return to match the 1099-R you received.
If the amount you paid her is not designated as alimony in your divorce documents he can report it in TurboTax as Less Common Income> Other Reportable Income. In that section you can put in a description and the amount as a negative amount.
2) She can file the income you received for the first 6 months, as a substitute 1099-R in the Retirement Plans Section of TurboTax.
OR
You can petition the plan administrator to issue a corrected Form 1099R. You can also enter the amounts that are relative to you and print and mail the return with the documentation to support your return. It would help if you can show that your Ex has been made aware of the amount and has reported the amount as receiving a 1099R. You can also, make an agreement with your spouse to just include the amount on your return and have her reimburse you directly for the amount of taxes relative to the inclusion of income that is not yours.
An approved DRO is known as a Qualified Domestic Relations Order (QDRO). Under federal laws, qualified plans like defined benefit plans, ESOPs, 401(k) plans, and profit-sharing plans require a QDRO in order to distribute benefits to an alternative payee. Once a DRO has been determined to be qualified, notification of approval is sent to the attorney who in turn submits their final revisions to the court for a judgment.
An official copy of the court’s judgment is passed on to the plan administrator to begin processing the retirement plan benefit. A QDRO is a mandatory order that must be followed to the teeth and honored by the employee’s company or plan administrator. However, in the event that a DRO is erroneously judged as qualified, the QDRO can be taken to court to be corrected or changed.
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