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Retirement tax questions
Thank you. So even though the foreign pension was accrued prior to our marriage, when she had no US taxable status, the fact that she is taking a distribution while having US status incurs a US tax liability? Given the distribution did not result in generation of a 1099-R, should I be filing a substitute 1099-R, and if so, what would I fill out in the Payer's Federal identification number given the foreign employer doesn't have one and the other fields for which there is no information other than the gross distribution?
March 25, 2020
7:59 PM