- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Email to a Friend
- Report Inappropriate Content
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?
Solved! Go to Solution.
Accepted Solutions
- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Email to a Friend
- Report Inappropriate Content
Yup
and ex marks the spot where those rocks and anvils hit me.
- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Email to a Friend
- Report Inappropriate Content
Yup
and ex marks the spot where those rocks and anvils hit me.
- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Email to a Friend
- Report Inappropriate Content
Sounds like a great guy, concerned about his ex's taxes even after the divorce. Maybe because she's the mother of his kids?
- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Email to a Friend
- Report Inappropriate Content
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.
- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Email to a Friend
- Report Inappropriate Content
No.
ex-AllStar
- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Email to a Friend
- Report Inappropriate Content
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?
"the game of life is hard to play"
If a post answers your question, click on *Accept as solution* for future searches
- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Email to a Friend
- Report Inappropriate Content
@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!
- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Email to a Friend
- Report Inappropriate Content
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
- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Email to a Friend
- Report Inappropriate Content
She *should* IF his attorney did things correctly.
Research QDRO's
"the game of life is hard to play"
If a post answers your question, click on *Accept as solution* for future searches
- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Email to a Friend
- Report Inappropriate Content
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.
- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Email to a Friend
- Report Inappropriate Content
1. Anything's possible.
2. No.
ex-AllStar
- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Email to a Friend
- Report Inappropriate Content
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.
"the game of life is hard to play"
If a post answers your question, click on *Accept as solution* for future searches