@DG47 wrote:
I'm not paying her alimony, I'm paying her a portion of my retirement? I need to fill out a 1099-R I think?
Do i need to request the 1099 from the IRS? where do I get the 1099-R and how do I fill it out?
I know what you are talking about and I have seen some discussion here of filing a 1099 to her as nominee income, but I don't remember which expert knew how to do it. (Some of the experts will say that you don't issue a 1099-R since you aren't a bank or broker, but I believe this situation is an exception, I just don't remember who knows the details.)
@rjs @ee-ea @macuser_22 @Hal_Al does this ring a bell with you?
It would be much better to get a QDRO from your attorneys so that DFSA will pay your ex directly and issue a separate 1099-R.
You may be able to issue a 1099-R electronically online. There are several web sites that will allow you to e-file a 1099-NEC or 1099-MISC for around $5-10 each, but I don't know if they will do a 1099-R. I don't want to recommend any specific site but you can probably find one by searching the web.
To issue a 1099-R on paper, you need a special paper form (with carbonless copies) that you must fill out by hand or with a typewriter. One copy goes to the IRS, one for you to keep, and the rest to the payee. I think you can get the form from office supply stores, but you probably have to buy a big package. You can also order forms from the IRS, follow the instructions on page 1 here.
https://www.irs.gov/pub/irs-pdf/f1099r.pdf
https://www.irs.gov/forms-pubs/about-form-1099-r
