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Retirement tax questions
Question on the statement "Form CSA 1099-R. OPM places your Gross Distribution, BEFORE being reduced by the court-ordered apportionment, in Box 1."
if this is true, that the 1099 Gross distribution includes both the annuitant's portion and the ex-spouses portion, that that creates a problem for someone needing to Qualify for Medicaid.
The person in question is being told his income is too high to qualify for Medicaid - BECAUSE the 1099 includes his ex-spouse's portion of the annuity. Has anyone experienced this situation? Shouldn't Medicaid acceptance take note the 1099 footnote explaining the portion going directly to the ex-spouse?
‎June 11, 2025
1:01 PM