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 12, 2023 12:57:47 PM

My ex-wife gets 1/2 of my retirement pension. Can I deduct this amount on my tax return as alimony?

My ex-wife gets 1/2 of my retirement pension per our divorce decree.  Can I deduct this amount on my tax return as alimony?

0 3 278
1 Best answer
Expert Alumni
Apr 12, 2023 1:19:04 PM

No. If the retirement distribution comes in your name, on your Form 1099-R instead of your ex-spouse and there is nothing in the divorce decree assigning the money to them it must be reported on your tax return. It cannot be a decision on your part to call it alimony.  Again, the divorce decree is the legal document to reference.

 

For questions about what may or may not be alimony and whether it is currently deductible use the link below.

  • Topic 452 - Alimony and Separate Maintenance
    • Note: You can't deduct alimony or separate maintenance payments made under a divorce or separation agreement 
      • (1) executed after 2018, or 
      • (2) executed before 2019 but later modified if the modification expressly states the repeal of the deduction for alimony payments applies to the modification. 
        • Alimony and separate maintenance payments you receive under such an agreement are not included in your gross income.

3 Replies
Expert Alumni
Apr 12, 2023 1:19:04 PM

No. If the retirement distribution comes in your name, on your Form 1099-R instead of your ex-spouse and there is nothing in the divorce decree assigning the money to them it must be reported on your tax return. It cannot be a decision on your part to call it alimony.  Again, the divorce decree is the legal document to reference.

 

For questions about what may or may not be alimony and whether it is currently deductible use the link below.

  • Topic 452 - Alimony and Separate Maintenance
    • Note: You can't deduct alimony or separate maintenance payments made under a divorce or separation agreement 
      • (1) executed after 2018, or 
      • (2) executed before 2019 but later modified if the modification expressly states the repeal of the deduction for alimony payments applies to the modification. 
        • Alimony and separate maintenance payments you receive under such an agreement are not included in your gross income.

New Member
Apr 12, 2023 3:21:29 PM

My 2013 divorce decree gives a % of my retirement pension to my ex-wife every month.  It goes directly to her bank account and I never touch it, so to speak.  The court order does not specifically call this disbursement to her as alimony.  It just divides my pension and she gets her % and I get my %.  If the court did not specifically call the money she receives each month "alimony", then am I not allowed to deduct the amount she gets,  on my Federal Tax return as alimony? 

Level 7
Apr 12, 2023 5:20:42 PM

No. Pension payments are not alimony. Most states consider a pension as martial property subject to division.