Coleen3
Intuit Alumni

Retirement tax questions

Yes, to take advantage of the exception, use Alternate Payee under QDRO.

If it was paid under a Qualified Domestic Relations Order (QDRO), AND the distribution was from a Qualified Plan (401(k), etc.), you could be excepted from the penalty. This exception DOES NOT apply to distributions from IRA plans.


View solution in original post