RW26
Level 2

Tax help for military filers

@VolvoGirl 

Thank You. 

 

I had no idea if she had been reporting it in the past. 

When I asked her, she was simply shocked as it had never occurred to her.

Her ex husband did all of the tax filings. 

 

I also have no idea about what the ex husband is currently doing.

 

If the IRS has sent anything concerning her share of the pension 

not being reported as income, neither my wife nor I have received it.

 

She called today and sure enough they did have 1099R's 

for the last 3 years that were sent (?) to an address of hers 

over 10 years old. 

 

She was asked to fax some information to enable them to 

send 1099R's to our current address. 

 

Now I have more questions. 

1.  Are taxes deducted from the amount of her payment

     before she receives it?

 

2.  Since I am filing married / jointly am I going to owe taxes 

     on 3 years of her awarded pension from an ex husband?

 

This might not be so bad if taxes were withheld prior to disbersement

but if not this can be a serious problem. 

 

 

Advice Appreciated. 

Thanks.