Why sign in to the Community?

  • Submit a question
  • Check your notifications
Sign in to the Community or Sign in to TurboTax and start working on your taxes
New Member
posted Apr 13, 2025 10:21:52 AM

If someone receives a portion of their former spouse’s retirement monthly, which form should be used to count it as annual income?

0 2 668
2 Replies
Expert Alumni
Apr 13, 2025 10:28:10 AM

It should be reported on Form 1099-R.  Here's some resources you can review from TurboTax: When to Use Tax Form 1099-R: Distributions From Pensions, Annuities, Retirement, etc. and  What do all the codes in Box 7 of the 1099-R mean?

Level 15
Apr 13, 2025 10:30:26 AM

Do you get it directly from the retirement plan or does  your ex send it to you?  If it comes from the plan  you should be getting your own 1099R for it.

 

Enter a 1099R under
Federal Taxes
Wages & Income
Then scroll way down to Retirement Plans and Social Security
Then IRA, 401(k), Pension Plan Withdrawals (1099-R) – Click Start