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Retirement tax questions
Hi Opus 17 (Level 15),
The 8% is what the OPM withheld from my annuity payments.
So, it would seem the consensus is I do not need to file Form 1099R; however, my income for 2024 has decreased by $8,029 while my ex-spouse's has increased by that same amount. How do I go about claiming that loss? My divorce attorney has affirmed that it cannot be categorized as alimony.
I anxiously await your response/guidance!
‎October 24, 2024
1:57 AM