OPM CSA 1099R with Court Ordered Apportionment

GPFox32 · Jan 20, 2021 9:54:46 AM

Good morning, I'm completing my 1st TT tax return being a recently retired federal annuitant. My question concerns the amount that is being paid to my ex-spouse by a court ordered decree. Box 2a has UNKNOWN as my taxable amount. Do I subtract the amount my ex receives from the Box 1 gross distribution or do I just use the total in box 1 as my taxable amount? Thanks again. GP

Unfortunately, as this is a tax forum, we cannot directly provide advice as to how Medicaid will address your issue. I recommend contacting Medicaid directly for assistance. Explain your situation and they may have way for you to show that the entire payment was not allocated only to you but was actually for your ex-spouse.

@rusty1992

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