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Tax treatment of portion retired teachers pension that is paid to ex-wife

wethepeople
Level 3

My client is a retired public school teacher who is divorced.

Part of his pension is distributed to his former spouse.

He receives a Form 1099-R showing the portion he receives.

Would his former spouse also receive a Form 1099-R for the portion she receives?

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IRonMaN
Level 15

Yup


Slava Ukraini!

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11 Comments 11
IRonMaN
Level 15

Yup


Slava Ukraini!
BobKamman
Level 15

Sounds like a great guy, concerned about his ex's taxes even after the divorce.  Maybe because she's the mother of his kids?

abctax55
Level 15

She *should*  IF  his attorney did things correctly.  

Research QDRO's

"*******Tax software is no substitute for a professional tax preparer*******
( Generic Comment )"
wethepeople
Level 3

Is it possible the my clients former spouse would report it as alimony income?

Could my client deduct it as alimony paid?

The divorce took place many years ago.

 

 

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sjrcpa
Level 15

1. Anything's possible.

2. No.


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abctax55
Level 15

Could my client deduct it as alimony paid?

@wethepeople  - Did you research what the definition of alimony IS?

One doesn't get to just say 'alimony' if the divorce decree doesn't specific certain things.

"*******Tax software is no substitute for a professional tax preparer*******
( Generic Comment )"
wethepeople
Level 3

The kids are all grown and out on their own.

Since his Form 1099-R only shows his portion of the pension, excluding the portion paid to former spouse, I was just wondering  if he could deduct the portion she receives as alimony.

Your views are appreciated.

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sjrcpa
Level 15

No.


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abctax55
Level 15

You want to deduct something that your client isn't including in income?

Like Susan said ...  NO 

Did you do as I suggested ( a month ago) & read up on the alimony rules?

"*******Tax software is no substitute for a professional tax preparer*******
( Generic Comment )"
rbynaker
Level 13

@abctax55 wrote:

You want to deduct something that your client isn't including in income?

As our dearly departed friend used to say, you can't write off what you never wrote on!

sjrcpa
Level 15

I used that line with a client recently, attributing it to a departed colleague. H e loved it.  Said that's how he would explain it to his wife.


Ex-AllStar