abctax55
Level 15
12-12-2024
01:34 PM
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IF the split was done properly (the attorney should know) via a QDRO, your client will get a F 1099-R for his RMD(s).
She should get a F 1099-R for any distributions she took subsequent to the splitting/transfer of the funds to "her" retirement account.
If this wasn't done correctly via a QDRO - a discussion with the attorney might be in order.
HumanKind... Be Both