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Retirement tax questions
If you received a Form 1099-R for the distribution, it indicates that you made a distribution from your IRA that is taxable to you and simply gave money, not an IRA, to your ex-spouse. An IRA can be moved incident to divorce only by nonreportable trustee-to-trustee transfer.
If this portion of your IRA was properly moved by trustee-to-trustee transfer to an IRA for your ex-spouse, you must contact the IRA custodian and obtain from them a corrected Form 1099-R showing that $0 was distributed to you.
‎June 4, 2019
12:28 PM