dmertz
Level 15

Retirement tax questions

If you are an alternate payee under a QDRO with the Form 1099-R issued by your ex-spouse's retirement plan to you, yes, you can claim the penalty exception for a payment made to an alternate payee under a QDRO.  Go to Other Tax Situations -> Extra tax and early retirement withdrawals and make the entry in the box for Alternate Payee Under QDRO.

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