DaveF1006
Expert Alumni

Retirement tax questions

If this was reported on a 1099R, you can split the 1099R into 2 1099 R's. One you can issue in your name and Social Security Number and the other in your wife's name and Social Security Number. If the IRS asks why this was done, you could say that Georgia says you must split the Georgia retirement exclusion 50/50. This is the only way you can report the 50/50 split.

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