MarilynG
Expert Alumni

Retirement tax questions

Enter your 1099-R as shown.  The IRS has a copy of it.   Then choose 'I moved the money to another retirement account..' and 'I rolled over all of this money to an IRA or other retirement account'  (see screenshot).

This will make it non-taxable income on your return. 

Generally, when a retirement account is disbursed for a QDRO the ex-spouses will each treat it as a non-taxable rollover. 

Here's more info:

https://www.irs.gov/retirement-plans/plan-participant-employee/retirement-topics-qdro-qualified-dome...




Edited 2/12/18 4:22 PM

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