dmertz
Level 15

Retirement tax questions

I agree with Opus 17 that this is simply a cash payment of $8,029 to your ex, that you should not be generating any Form 1099-R and that you are responsible for reporting the $10,293 of income and paying the tax on this income.  The judge has allowed you to keep $2,294 of the $10,293 to put toward your tax liability.