MarilynG1
Expert Alumni

Retirement tax questions

If you received a 1099-R to report the distribution, enter it in TurboTax as shown.  Then you'll enter a subtraction under Other Income for the portion you paid to your ex-spouse.

 

To enter it as a negative in Other Income (which is the easiest for the IRS to understand):

  • In TurboTax Online click on Federal on the left column
  • Click on Wages & Income at the top
  • Scroll all the way down to Miscellaneous Income, 1099-A, 1099-C
  • On the next page, scroll all the way down to Other Reportable Income
  • Say Yes to Any Other Taxable Income?
  • In Other Taxable Income, enter a Description and (negative) Amount

Thank you for your service.

 

@Bobo59 

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