Is there anyway to find a FEIN for an Air Force retirement account.

Forum|Forum|6 years ago
December 7, 2019
1 reply
7 views

I have a new client this year and she is getting payments from her ex-husband's Air Force retirement account. The instructions for this say to report it the same way you would report a 1099-R pension, annuity, etc. on Line 4 (2018 form 1040). The organizer shows that the previous accountant did report it on line 16 (prior to 2018 form 1040) pension income. She does not get a 1099-R. This is my problem. I do not have the FEIN or address to complete the 1099-R worksheet. I cannot electronically file the return without this information. Is there someway to find this or do I need to file a paper copy of the tax return?

ProSeries Professional

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Best answer by IRonMaN

If they didn't get a 1099R, are you sure it is taxable rather than nontaxable disability payments?

IRonMaNAnswer

Level 15

If they didn't get a 1099R, are you sure it is taxable rather than nontaxable disability payments?

Slava Ukraini!

D

Donna1Author

Level 4

I am positive it is taxable. My first thought was, she shouldn't be reporting this on her tax return, but the previous preparer was reporting it so I did my research. A Tax Court Case in 2000 Baker v. Commissioner involved a military retiree that was ordered in a divorce decree to pay his ex-wife 50% of his military retired pay each month as part of the property division. Without going through the whole court case, The IRS ruled the ex-husband could reduce his income by the amount paid to the ex-wife and the ex-wife had to include it as income on her tax return.

My client's prior accountant put it on line 16b and had been doing so since she started receiving it. So I am trying to put it on line 16 but obviously need the FEIN and the address in order to electronically file the return.

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