turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

carpna1
New Member

I had to sign over money from my 401K to my ex wife. Do I enter that amount in my tax return? In ever received any tax form for it?

I withdrew money for my 401K and also signed over money to my ex with a QDRO.  I received a 1099-R for the money I withdrew but I did not receive a tax form for the money I rolled over to my ex wife.  Is the money I gave her a tax deduction? Do I need a tax form for that money ?

x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

1 Reply
MichaelMc
New Member

I had to sign over money from my 401K to my ex wife. Do I enter that amount in my tax return? In ever received any tax form for it?

No. You do not need, nor should you expect a Form 1099-R for the portion of your 401(k) balance distributed to your former spouse. A “qualified domestic relations order” (QDRO) is a domestic relations order that creates or recognizes the existence of an “alternate payee’s” right to receive all or a portion of the benefits payable with respect to a participant under a retirement plan, and includes certain information that meets other requirements.

You should refer to your Marital Property Settlement Agreement and your Divorce Order, as those documents are the final authority on these matters, but distributions such as this are almost never alimony; they are usually part of the division of marital property, and are without tax effect.


Unlock tailored help options in your account.

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question