DianeC958
Expert Alumni

Retirement tax questions

1) He would need to report the full amount on his tax return to match the 1099-R he received.

 

 If the amount he paid you is not designated as alimony in your divorce documents he can report it in TurboTax as Less Common Income> Other Reportable Income.  In that section he can put in a description and the amount as a negative amount.

 

2) You can file the income you received as a substitute 1099-R in the Retirement Plans Section of TurboTax

 

 

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